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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 | $37,368 | $99,009-62.3% | $86,581-56.8% | $147,585-74.7% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 12.34% | 1312.70%-1300.4pp | 965.06%-952.7pp | 578.58%-566.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,632 | $3,972-8.6% | $3,609+0.6% | $5,439-33.2% |
| Admin fee / account holder | $117 | $5,709-98.0% | $4,904-97.6% | $10,886-98.9% |