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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 | $54,731 | $96,388-43.2% | $80,627-32.1% | $139,466-60.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 31.85% | 1352.08%-1320.2pp | 936.76%-904.9pp | 373.66%-341.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,250 | $5,224+96.2% | $4,443+130.7% | $6,712+52.7% |
| Admin fee / account holder | $212 | $6,603-96.8% | $5,381-96.1% | $11,409-98.1% |