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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 | $33,946 | $157,304-78.4% | $141,197-76.0% | $152,909-77.8% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 805.30% | 64.34%+741.0pp | 71.41%+733.9pp | 345.46%+459.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,386 | $7,111-66.4% | $6,710-64.4% | $5,851-59.2% |
| Admin fee / account holder | $244 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |