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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 | $102,689 | $138,072-25.6% | $123,549-16.9% | $135,382-24.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -5.80% | 153.69%-159.5pp | 119.20%-125.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $719 | $5,152-86.0% | $4,628-84.5% | $4,779-85.0% |
| Participant deferral / active EE | $2,843 | $6,799-58.2% | $6,426-55.8% | $5,609-49.3% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |