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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 | $76,678 | $99,079-22.6% | $78,002-1.7% | $273,972-72.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 11.20% | 217.93%-206.7pp | 425.99%-414.8pp | 41.46%-30.3pp |
| Employer contribution / active EE | $282 | $3,308-91.5% | $2,470-88.6% | $4,869-94.2% |
| Participant deferral / active EE | $1,779 | $4,306-58.7% | $3,497-49.1% | $5,287-66.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |