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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 | $36,788 | $180,459-79.6% | $154,108-76.1% | $135,380-72.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -8.13% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $794 | $6,035-86.8% | $5,298-85.0% | $4,779-83.4% |
| Participant deferral / active EE | $2,963 | $5,806-49.0% | $5,081-41.7% | $5,609-47.2% |
| Admin fee / account holder | $59 | $16,145-99.6% | $13,411-99.6% | $10,828-99.5% |