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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 | $76,368-86.0% | $67,681-84.2% | $154,746-93.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 15.03% | 1066.77%-1051.7pp | 590.58%-575.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3 | $3,151-99.9% | $2,678-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $109 | $8,559-98.7% | $6,100-98.2% | $14,365-99.2% |