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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 | $36,701 | $83,337-56.0% | $67,834-45.9% | $273,972-86.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 9.76% | 259.45%-249.7pp | 138.47%-128.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,200 | $4,088+125.0% | $3,160+191.2% | $5,287+74.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |