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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 | $46,498 | $131,835-64.7% | $108,582-57.2% | $273,972-83.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.78% | -91.57%+96.4pp | -51.70%+56.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $510 | $4,913-89.6% | $3,758-86.4% | $4,869-89.5% |
| Participant deferral / active EE | $3,986 | $5,127-22.3% | $4,311-7.5% | $5,287-24.6% |
| Admin fee / account holder | $8 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |