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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 | $102,595-67.6% | $94,057-64.7% | $154,746-78.5% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 28.89% | 583.42%-554.5pp | 480.62%-451.7pp | 172.34%-143.4pp |
| Employer contribution / active EE | $130 | $3,147-95.9% | $2,933-95.6% | $4,379-97.0% |
| Participant deferral / active EE | $4,320 | $5,118-15.6% | $4,709-8.3% | $6,730-35.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |