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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 | $49,821 | $81,664-39.0% | $70,476-29.3% | $158,966-68.7% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.1%-45.1pp | 82.0%-52.0pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $294 | $3,219-90.9% | $2,738-89.3% | $4,762-93.8% |
| Participant deferral / active EE | $1,513 | $4,556-66.8% | $3,710-59.2% | $5,983-74.7% |
| Admin fee / account holder | $176 | $6,197-97.2% | $3,847-95.4% | $11,250-98.4% |