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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 | $21,371 | $70,366-69.6% | $66,674-67.9% | $138,895-84.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.7%-55.5pp | 79.9%-61.7pp |
| Annual return | 18.32% | 386.41%-368.1pp | 321.24%-302.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $639 | $4,374-85.4% | $4,084-84.4% | $6,396-90.0% |
| Admin fee / account holder | $103 | $5,262-98.0% | $5,098-98.0% | $12,562-99.2% |