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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 | $41,570 | $85,766-51.5% | $136,298-69.5% | $70,126-40.7% |
| Participation rate | 52.8% | 74.2%-21.4pp | 81.9%-29.1pp | 69.5%-16.8pp |
| Annual return | 29.77% | 31.46%-1.7pp | 5156.27%-5126.5pp | 73.15%-43.4pp |
| Employer contribution / active EE | $400 | $2,966-86.5% | $4,696-91.5% | $2,343-82.9% |
| Participant deferral / active EE | $4,158 | $5,051-17.7% | $6,247-33.4% | $3,332+24.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |