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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 | $68,791 | $109,905-37.4% | $98,506-30.2% | $167,553-58.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.38% | 1960.20%-1944.8pp | 1494.92%-1479.5pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,550 | $4,674-66.8% | $4,277-63.8% | $6,343-75.6% |
| Admin fee / account holder | $8 | $6,760-99.9% | $5,955-99.9% | $12,316-99.9% |