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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 | $34,673 | $176,688-80.4% | $130,660-73.5% | $152,909-77.3% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.5%-57.5pp |
| Annual return | 9.65% | 2693.08%-2683.4pp | 1709.29%-1699.6pp | 345.46%-335.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,410 | $4,362-67.7% | $3,603-60.9% | $5,851-75.9% |
| Admin fee / account holder | $10 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |