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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 | $30,084 | $106,918-71.9% | $84,021-64.2% | $152,897-80.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 19.14% | 105.01%-85.9pp | 71.32%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $300 | $2,735-89.0% | $1,984-84.9% | $4,764-93.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |