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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 | $30,764 | $73,546-58.2% | $63,018-51.2% | $147,586-79.2% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.6pp | 82.8%-36.7pp |
| Annual return | 13.97% | 175.56%-161.6pp | 87.62%-73.7pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,464 | $4,185-65.0% | $3,330-56.0% | $5,439-73.1% |
| Admin fee / account holder | $300 | $5,956-95.0% | $3,601-91.7% | $10,886-97.2% |