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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 | $35,221 | $72,071-51.1% | $68,368-48.5% | $137,256-74.3% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 112.38% | 353.14%-240.8pp | 292.57%-180.2pp | 220.34%-108.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,185 | $4,410-50.5% | $4,123-47.0% | $6,407-65.9% |
| Admin fee / account holder | $63 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |