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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 | $17,528 | $88,603-80.2% | $69,890-74.9% | $134,545-87.0% |
| Participation rate | 30.0% | 74.9%-44.9pp | 70.5%-40.5pp | 81.2%-51.2pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $312 | $3,236-90.4% | $2,560-87.8% | $4,742-93.4% |
| Participant deferral / active EE | $4,801 | $4,771+0.6% | $3,848+24.7% | $6,401-25.0% |
| Admin fee / account holder | $32 | $10,443-99.7% | $6,267-99.5% | $11,431-99.7% |