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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 | $38,373 | $72,465-47.0% | $67,575-43.2% | $145,884-73.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 20.64% | 7222.56%-7201.9pp | 3528.98%-3508.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $49 | $3,074-98.4% | $2,736-98.2% | $4,662-99.0% |
| Participant deferral / active EE | $6,509 | $4,786+36.0% | $4,003+62.6% | $6,690-2.7% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |