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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 | $18,912 | $115,796-83.7% | $101,264-81.3% | $158,950-88.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 56.50% | 56.15%+0.3pp | 46.48%+10.0pp | 302.91%-246.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,763 | $4,958+36.4% | $4,370+54.7% | $5,983+13.0% |
| Admin fee / account holder | $49 | $7,247-99.3% | $5,947-99.2% | $11,248-99.6% |