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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 | $52,112 | $90,606-42.5% | $79,466-34.4% | $135,379-61.5% |
| Participation rate | 8.3% | 76.0%-67.7pp | 73.3%-65.0pp | 82.6%-74.3pp |
| Annual return | 7.49% | 977.69%-970.2pp | 718.28%-710.8pp | 519.79%-512.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,040 | $4,050+49.1% | $3,704+63.1% | $5,609+7.7% |
| Admin fee / account holder | $267 | $5,895-95.5% | $5,104-94.8% | $10,828-97.5% |