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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 | $85,779 | $124,187-30.9% | $108,410-20.9% | $167,518-48.8% |
| Participation rate | 65.0% | 82.3%-17.3pp | 80.1%-15.1pp | 82.1%-17.1pp |
| Annual return | 13.34% | 1379.80%-1366.5pp | 905.34%-892.0pp | 478.71%-465.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,095 | $6,908-55.2% | $6,562-52.8% | $6,342-51.2% |
| Admin fee / account holder | $208 | $9,456-97.8% | $7,296-97.2% | $12,312-98.3% |