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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 | $16,581 | $88,778-81.3% | $81,844-79.7% | $145,884-88.6% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 33.44% | 1033.03%-999.6pp | 778.87%-745.4pp | 551.85%-518.4pp |
| Employer contribution / active EE | $134 | $3,087-95.7% | $2,916-95.4% | $4,662-97.1% |
| Participant deferral / active EE | $4,459 | $4,648-4.1% | $4,323+3.1% | $6,690-33.3% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |