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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 | $76,928 | $138,114-44.3% | $125,391-38.6% | $134,545-42.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -18.24% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $538 | $5,246-89.8% | $4,816-88.8% | $4,742-88.7% |
| Participant deferral / active EE | $7,764 | $7,801-0.5% | $7,448+4.2% | $6,401+21.3% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |