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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 | $71,986 | $49,199+46.3% | $121,210-40.6% | $75,177-4.2% |
| Participation rate | 15.6% | 55.4%-39.8pp | 69.5%-53.9pp | 67.2%-51.6pp |
| Annual return | 20.89% | 56.04%-35.2pp | 987.41%-966.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,219 | $2,630-53.7% | $4,084-70.2% | $4,126-70.5% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,647-100.0% | $5,651-100.0% |