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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 | $44,400 | $101,591-56.3% | $147,096-69.8% | $74,429-40.3% |
| Participation rate | 63.2% | 75.5%-12.4pp | 82.2%-19.0pp | 67.2%-4.1pp |
| Annual return | 17.49% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,438 | $7,302-39.2% | $8,071-45.0% | $4,348+2.1% |
| Admin fee / account holder | $75 | $1,750-95.7% | $13,005-99.4% | $1,944-96.1% |