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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 | $44,816 | $180,459-75.2% | $154,108-70.9% | $135,380-66.9% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $419 | $6,035-93.1% | $5,298-92.1% | $4,779-91.2% |
| Participant deferral / active EE | $2,151 | $5,806-63.0% | $5,081-57.7% | $5,609-61.7% |
| Admin fee / account holder | $73 | $16,145-99.5% | $13,411-99.5% | $10,828-99.3% |