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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 | $59,819 | $100,938-40.7% | $90,461-33.9% | $158,982-62.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 11.80% | 1727.20%-1715.4pp | 1294.76%-1283.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,040 | $4,350-7.1% | $3,964+1.9% | $5,983-32.5% |
| Admin fee / account holder | $234 | $6,510-96.4% | $5,617-95.8% | $11,252-97.9% |