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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 | $31,450 | $165,399-81.0% | $149,745-79.0% | $158,982-80.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 40.28% | 348.34%-308.1pp | 276.72%-236.4pp | 302.99%-262.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,702 | $7,183-20.6% | $6,843-16.7% | $5,983-4.7% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |