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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 | $40,057 | $124,346-67.8% | $111,308-64.0% | $167,536-76.1% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 19.87% | 37.45%-17.6pp | 54.67%-34.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,826 | $5,182+12.4% | $4,487+29.8% | $6,342-8.1% |
| Admin fee / account holder | $58 | $10,621-99.5% | $7,965-99.3% | $12,315-99.5% |