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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 | $61,274 | $102,382-40.2% | $147,005-58.3% | $80,874-24.2% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 15.91% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,745 | $6,646-28.6% | $8,070-41.2% | $4,297+10.4% |
| Admin fee / account holder | $229 | $7,942-97.1% | $13,006-98.2% | $6,935-96.7% |