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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 | $39,884 | $176,402-77.4% | $134,162-70.3% | $158,982-74.9% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 28.12% | 63.66%-35.5pp | 36.35%-8.2pp | 302.99%-274.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,504 | $4,093+278.8% | $3,500+343.0% | $5,983+159.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |