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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 | $46,430 | $138,114-66.4% | $125,391-63.0% | $134,545-65.5% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -12.62% | 750.88%-763.5pp | 572.41%-585.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $486 | $5,246-90.7% | $4,816-89.9% | $4,742-89.7% |
| Participant deferral / active EE | $4,226 | $7,801-45.8% | $7,448-43.3% | $6,401-34.0% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |