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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 | $42,785 | $168,635-74.6% | $147,617-71.0% | $125,389-65.9% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.39% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $328 | $6,252-94.8% | $5,564-94.1% | $4,866-93.3% |
| Participant deferral / active EE | $2,849 | $5,507-48.3% | $4,895-41.8% | $5,352-46.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |