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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 | $51,431 | $99,011-48.1% | $86,582-40.6% | $147,586-65.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.20% | 1312.75%-1296.5pp | 965.08%-948.9pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,011 | $3,972+1.0% | $3,609+11.2% | $5,439-26.2% |
| Admin fee / account holder | $183 | $5,709-96.8% | $4,904-96.3% | $10,886-98.3% |