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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 | $51,089 | $77,449-34.0% | $69,483-26.5% | $152,909-66.6% |
| Participation rate | 4.8% | 78.1%-73.3pp | 74.6%-69.8pp | 82.5%-77.7pp |
| Annual return | 48.09% | 39.09%+9.0pp | 28.99%+19.1pp | 345.46%-297.4pp |
| Employer contribution / active EE | $333 | $3,316-89.9% | $2,780-88.0% | $4,764-93.0% |
| Participant deferral / active EE | $905 | $4,415-79.5% | $3,537-74.4% | $5,851-84.5% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |