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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 | $22,196 | $175,257-87.3% | $149,717-85.2% | $139,456-84.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $622 | $5,477-88.6% | $4,820-87.1% | $4,753-86.9% |
| Participant deferral / active EE | $9,645 | $6,521+47.9% | $5,682+69.8% | $6,711+43.7% |
| Admin fee / account holder | $13 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |