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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 | $25,725 | $73,518-65.0% | $63,005-59.2% | $147,585-82.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 13.98% | 175.46%-161.5pp | 87.59%-73.6pp | 578.58%-564.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,116 | $4,183-49.4% | $3,329-36.4% | $5,439-61.1% |
| Admin fee / account holder | $2 | $5,952-100.0% | $3,599-99.9% | $10,886-100.0% |