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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 | $110,299 | $180,459-38.9% | $154,108-28.4% | $135,380-18.5% |
| Participation rate | 31.3% | 87.4%-56.2pp | 83.0%-51.8pp | 82.6%-51.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $301 | $6,035-95.0% | $5,298-94.3% | $4,779-93.7% |
| Participant deferral / active EE | $2,053 | $5,806-64.6% | $5,081-59.6% | $5,609-63.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |