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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 | $38,528 | $157,304-75.5% | $141,197-72.7% | $152,909-74.8% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 25.64% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,892 | $7,111-59.3% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |