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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 | $10,691 | $68,097-84.3% | $62,929-83.0% | $137,256-92.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 15.03% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3 | $2,811-99.9% | $2,505-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $109 | $6,521-98.3% | $5,065-97.8% | $12,270-99.1% |