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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 | $55,239 | $103,038-46.4% | $90,324-38.8% | $152,909-63.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 24.65% | 95.25%-70.6pp | 78.15%-53.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,562 | $4,282-63.5% | $3,885-59.8% | $5,851-73.3% |
| Admin fee / account holder | $50 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |