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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 | $76,031 | $162,821-53.3% | $133,978-43.3% | $158,982-52.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 20.48% | 41.95%-21.5pp | 45.10%-24.6pp | 302.99%-282.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,125 | $5,910-30.2% | $5,047-18.3% | $5,983-31.1% |
| Admin fee / account holder | $21 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |