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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 | $33,236 | $72,071-53.9% | $68,368-51.4% | $137,256-75.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 28.89% | 353.14%-324.3pp | 292.57%-263.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $130 | $2,788-95.4% | $2,649-95.1% | $4,156-96.9% |
| Participant deferral / active EE | $4,320 | $4,410-2.0% | $4,123+4.8% | $6,407-32.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |