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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 | $10,873 | $114,130-90.5% | $96,192-88.7% | $167,553-93.5% |
| Participation rate | 52.9% | 75.1%-22.1pp | 68.4%-15.5pp | 82.1%-29.2pp |
| Annual return | 12.88% | 190.07%-177.2pp | 192.09%-179.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $296 | $3,431-91.4% | $2,799-89.4% | $4,840-93.9% |
| Participant deferral / active EE | $1,521 | $5,198-70.7% | $4,351-65.0% | $6,343-76.0% |
| Admin fee / account holder | $162 | $6,901-97.7% | $5,539-97.1% | $12,316-98.7% |