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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 | $45,479 | $176,838-74.3% | $146,685-69.0% | $167,518-72.9% |
| Participation rate | 43.8% | 83.6%-39.9pp | 80.1%-36.3pp | 82.1%-38.4pp |
| Annual return | 16.45% | 24.04%-7.6pp | 22.75%-6.3pp | 478.71%-462.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,465 | $6,441+31.4% | $5,507+53.7% | $6,342+33.5% |
| Admin fee / account holder | $27 | $13,262-99.8% | $10,281-99.7% | $12,312-99.8% |