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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 | $28,624-53.1% | $53,647-75.0% | $82,637-83.7% |
| Participation rate | 5.1% | 47.3%-42.2pp | 56.3%-51.2pp | 68.1%-63.0pp |
| Annual return | 23.41% | 664.98%-641.6pp | 358.33%-334.9pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $299 | $1,196-75.0% | $1,813-83.5% | $4,126-92.8% |
| Admin fee / account holder | $75 | $2,022-96.3% | $2,460-96.9% | $7,339-99.0% |