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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 | $34,866 | $168,636-79.3% | $147,617-76.4% | $125,393-72.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $1,083 | $6,252-82.7% | $5,565-80.5% | $4,866-77.7% |
| Participant deferral / active EE | $1,820 | $5,507-66.9% | $4,895-62.8% | $5,351-66.0% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,611-99.9% | $9,541-99.9% |