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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 | $103,548 | $82,630+25.3% | $64,105+61.5% | $125,389-17.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.43% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $220 | $2,671-91.8% | $1,820-87.9% | $4,866-95.5% |
| Participant deferral / active EE | $2,475 | $3,608-31.4% | $2,822-12.3% | $5,352-53.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |