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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 | $48,458 | $88,710-45.4% | $81,783-40.7% | $145,959-66.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 17.29% | 1027.26%-1010.0pp | 775.05%-757.8pp | 561.95%-544.7pp |
| Employer contribution / active EE | $216 | $3,083-93.0% | $2,913-92.6% | $4,661-95.4% |
| Participant deferral / active EE | $1,448 | $4,645-68.8% | $4,320-66.5% | $6,689-78.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |