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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 | $23,794 | $114,093-79.1% | $96,171-75.3% | $167,536-85.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 23.44% | 190.00%-166.6pp | 192.04%-168.6pp | 478.82%-455.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,067 | $5,197-2.5% | $4,350+16.5% | $6,342-20.1% |
| Admin fee / account holder | $42 | $6,899-99.4% | $5,538-99.2% | $12,315-99.7% |