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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 | $44,764 | $121,701-63.2% | $104,639-57.2% | $158,982-71.8% |
| Participation rate | 46.2% | 77.5%-31.4pp | 74.1%-27.9pp | 82.0%-35.8pp |
| Annual return | 15.47% | 465.72%-450.3pp | 340.67%-325.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $166 | $3,165-94.8% | $2,682-93.8% | $4,763-96.5% |
| Participant deferral / active EE | $815 | $4,176-80.5% | $3,738-78.2% | $5,983-86.4% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |