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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 | $67,938 | $115,814-41.3% | $101,275-32.9% | $158,982-57.3% |
| Participation rate | 19.0% | 79.4%-60.3pp | 75.8%-56.8pp | 82.0%-62.9pp |
| Annual return | 19.19% | 56.16%-37.0pp | 46.48%-27.3pp | 302.99%-283.8pp |
| Employer contribution / active EE | $547 | $4,176-86.9% | $3,660-85.0% | $4,763-88.5% |
| Participant deferral / active EE | $1,634 | $4,958-67.1% | $4,371-62.6% | $5,983-72.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |