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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 | $33,405 | $117,444-71.6% | $99,479-66.4% | $152,909-78.2% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.5%-49.1pp |
| Annual return | 20.30% | 31.87%-11.6pp | 30.72%-10.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $50 | $3,014-98.3% | $2,540-98.0% | $4,764-99.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |