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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 | $79,330 | $106,008-25.2% | $92,240-14.0% | $147,586-46.2% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 20.69% | 50.05%-29.4pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,385 | $4,478-69.1% | $3,897-64.5% | $5,439-74.5% |
| Admin fee / account holder | $95 | $6,333-98.5% | $5,194-98.2% | $10,886-99.1% |