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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 | $84,808 | $100,139-15.3% | $85,187-0.4% | $145,884-41.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 11.80% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $284 | $3,238-91.2% | $2,732-89.6% | $4,662-93.9% |
| Participant deferral / active EE | $1,004 | $5,296-81.0% | $4,525-77.8% | $6,690-85.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |