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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 | $103,838 | $166,131-37.5% | $164,975-37.1% | $145,877-28.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.43% | 100.37%-83.9pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,651 | $6,962-33.2% | $6,033-22.9% | $6,691-30.5% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |