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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 | $135,689 | $176,077-22.9% | $159,455-14.9% | $167,518-19.0% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 19.18% | 331.83%-312.7pp | 263.63%-244.5pp | 478.71%-459.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,571 | $7,751-28.1% | $7,353-24.2% | $6,342-12.1% |
| Admin fee / account holder | $30 | $12,556-99.8% | $10,800-99.7% | $12,312-99.8% |