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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 | $88,778-45.4% | $81,844-40.8% | $145,884-66.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 17.29% | 1033.03%-1015.7pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $216 | $3,087-93.0% | $2,916-92.6% | $4,662-95.4% |
| Participant deferral / active EE | $1,448 | $4,648-68.8% | $4,323-66.5% | $6,690-78.3% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |