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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 | $64,219 | $148,623-56.8% | $135,974-52.8% | $139,466-54.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.62% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,250 | $8,103+38.8% | $7,760+45.0% | $6,712+67.6% |
| Admin fee / account holder | $218 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |