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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 | $11,089 | $149,040-92.6% | $120,225-90.8% | $137,256-91.9% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 47.79% | 605.68%-557.9pp | 439.23%-391.4pp | 220.34%-172.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,895 | $4,655-37.8% | $3,999-27.6% | $6,407-54.8% |
| Admin fee / account holder | $33 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |