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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 | $49,981 | $96,965-48.5% | $97,995-49.0% | $147,586-66.1% |
| Participation rate | 13.3% | 83.6%-70.3pp | 82.4%-69.1pp | 82.8%-69.5pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $256 | $4,536-94.4% | $4,158-93.8% | $4,876-94.8% |
| Participant deferral / active EE | $6,400 | $5,081+26.0% | $5,097+25.6% | $5,439+17.7% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |