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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 | $13,435 | $29,319-54.2% | $52,425-74.4% | $82,448-83.7% |
| Participation rate | 5.1% | 46.9%-41.8pp | 55.6%-50.5pp | 68.1%-63.0pp |
| Annual return | 23.41% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $299 | $1,171-74.5% | $1,790-83.3% | $4,139-92.8% |
| Admin fee / account holder | $75 | $1,962-96.2% | $2,495-97.0% | $7,234-99.0% |