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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 | $80,568 | $82,630-2.5% | $64,105+25.7% | $125,389-35.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -2.90% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,454 | $3,608-32.0% | $2,822-13.0% | $5,352-54.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |