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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 | $27,124 | $183,539-85.2% | $155,556-82.6% | $145,897-81.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $910 | $5,315-82.9% | $4,675-80.5% | $4,663-80.5% |
| Participant deferral / active EE | $12,768 | $6,467+97.4% | $5,631+126.7% | $6,689+90.9% |
| Admin fee / account holder | $5 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |