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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 | $26,266 | $176,688-85.1% | $130,660-79.9% | $152,909-82.8% |
| Participation rate | 52.9% | 79.0%-26.0pp | 71.7%-18.8pp | 82.5%-29.5pp |
| Annual return | 8.66% | 2693.08%-2684.4pp | 1709.29%-1700.6pp | 345.46%-336.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,088 | $4,362-75.1% | $3,603-69.8% | $5,851-81.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |