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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 | $61,022 | $124,175-50.9% | $108,405-43.7% | $167,553-63.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 19.59% | 1380.13%-1360.5pp | 905.55%-886.0pp | 478.89%-459.3pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,633 | $6,908-47.4% | $6,563-44.6% | $6,343-42.7% |
| Admin fee / account holder | $292 | $9,457-96.9% | $7,297-96.0% | $12,316-97.6% |