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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 | $73,046 | $78,694-7.2% | $67,652+8.0% | $125,389-41.7% |
| Participation rate | 12.5% | 78.8%-66.3pp | 75.7%-63.2pp | 83.2%-70.7pp |
| Annual return | 0.26% | 9.46%-9.2pp | 6625.40%-6625.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,987 | $4,292-30.4% | $3,560-16.1% | $5,352-44.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |