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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 | $56,755 | $107,941-47.4% | $91,994-38.3% | $152,897-62.9% |
| Participation rate | 44.4% | 81.2%-36.7pp | 78.6%-34.2pp | 82.5%-38.0pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $345 | $4,212-91.8% | $3,453-90.0% | $4,764-92.8% |
| Participant deferral / active EE | $4,875 | $6,366-23.4% | $5,924-17.7% | $5,851-16.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |