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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 | $67,583 | $208,088-67.5% | $186,193-63.7% | $154,746-56.3% |
| Participation rate | 31.3% | 80.0%-48.7pp | 77.1%-45.9pp | 80.7%-49.5pp |
| Annual return | 39.33% | 89.97%-50.6pp | 78.03%-38.7pp | 172.34%-133.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,329 | $7,078-81.2% | $6,513-79.6% | $6,730-80.3% |
| Admin fee / account holder | $157 | $11,698-98.7% | $11,058-98.6% | $14,365-98.9% |