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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 | $39,836 | $107,030-62.8% | $73,550-45.8% | $147,586-73.0% |
| Participation rate | 20.0% | 66.4%-46.4pp | 54.9%-34.9pp | 82.8%-62.8pp |
| Annual return | 24.96% | 38.25%-13.3pp | -15.16%+40.1pp | 578.59%-553.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,521 | $2,458-38.1% | $1,804-15.7% | $5,439-72.0% |
| Admin fee / account holder | $52 | $3,055-98.3% | $2,320-97.8% | $10,886-99.5% |