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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 | $28,947 | $107,363-73.0% | $92,909-68.8% | $152,897-81.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 20.92% | 145.63%-124.7pp | 109.44%-88.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,750 | $4,848-63.9% | $4,238-58.7% | $5,851-70.1% |
| Admin fee / account holder | $233 | $7,082-96.7% | $5,795-96.0% | $11,599-98.0% |