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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,369 | $148,623-70.1% | $135,974-67.4% | $139,466-68.2% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 236.67% | 79.30%+157.4pp | 68.30%+168.4pp | 373.66%-137.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,721 | $8,103-41.7% | $7,760-39.2% | $6,712-29.7% |
| Admin fee / account holder | $11 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |