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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 | $98,375 | $176,688-44.3% | $130,660-24.7% | $152,897-35.7% |
| Participation rate | 15.4% | 79.0%-63.6pp | 71.7%-56.4pp | 82.5%-67.1pp |
| Annual return | 28.49% | 2693.08%-2664.6pp | 1709.29%-1680.8pp | 345.43%-316.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,071 | $4,362-52.5% | $3,603-42.5% | $5,851-64.6% |
| Admin fee / account holder | $192 | $7,131-97.3% | $5,463-96.5% | $11,599-98.3% |