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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 | $49,160 | $90,606-45.7% | $79,466-38.1% | $135,379-63.7% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | 9.29% | 977.69%-968.4pp | 718.28%-709.0pp | 519.79%-510.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,235 | $4,050-69.5% | $3,704-66.7% | $5,609-78.0% |
| Admin fee / account holder | $98 | $5,895-98.3% | $5,104-98.1% | $10,828-99.1% |