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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 | $72,446-15.2% | $67,561-9.0% | $145,877-57.9% |
| Participation rate | 47.6% | 76.9%-29.2pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 16.38% | 7211.98%-7195.6pp | 3525.44%-3509.1pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,163 | $4,785-33.9% | $4,003-21.0% | $6,691-52.7% |
| Admin fee / account holder | $260 | $5,541-95.3% | $4,006-93.5% | $13,402-98.1% |