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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 | $98,185 | $123,859-20.7% | $69,632+41.0% | $145,897-32.7% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 11.50% | 192.49%-181.0pp | 101.32%-89.8pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $600 | $4,242-85.9% | $2,889-79.2% | $6,689-91.0% |
| Admin fee / account holder | $30 | $7,817-99.6% | $4,695-99.4% | $13,390-99.8% |