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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 | $54,947 | $107,353-48.8% | $92,903-40.9% | $152,885-64.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,600 | $4,848+159.9% | $4,238+197.3% | $5,851+115.4% |
| Admin fee / account holder | $78 | $7,081-98.9% | $5,795-98.7% | $11,598-99.3% |