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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 | $102,422-40.2% | $147,117-58.3% | $80,959-24.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 15.91% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,745 | $6,652-28.7% | $8,065-41.2% | $4,300+10.3% |
| Admin fee / account holder | $229 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |