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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 | $86,390 | $104,251-17.1% | $91,004-5.1% | $147,586-41.5% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | 15.21% | 27.06%-11.9pp | 4.60%+10.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $310 | $3,116-90.1% | $2,456-87.4% | $4,876-93.7% |
| Participant deferral / active EE | $1,398 | $4,195-66.7% | $3,548-60.6% | $5,439-74.3% |
| Admin fee / account holder | $8 | $8,948-99.9% | $5,417-99.9% | $10,886-99.9% |