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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 | $70,121-84.8% | $63,803-83.2% | $138,895-92.3% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 15.03% | 946.48%-931.5pp | 543.72%-528.7pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3 | $2,882-99.9% | $2,532-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $109 | $6,738-98.4% | $5,196-97.9% | $12,562-99.1% |