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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 | $61,465 | $72,426-15.1% | $67,560-9.0% | $145,897-57.9% |
| Participation rate | 47.6% | 76.9%-29.3pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 16.38% | 7226.78%-7210.4pp | 3533.50%-3517.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,163 | $4,785-33.9% | $4,004-21.0% | $6,689-52.7% |
| Admin fee / account holder | $260 | $5,514-95.3% | $3,994-93.5% | $13,390-98.1% |