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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 | $12,950 | $45,087-71.3% | $69,483-81.4% | $72,976-82.3% |
| Participation rate | 16.7% | 68.5%-51.8pp | 74.6%-57.9pp | 69.5%-52.8pp |
| Annual return | 590.73% | 22.67%+568.1pp | 28.99%+561.7pp | 81.02%+509.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $937 | $2,603-64.0% | $3,537-73.5% | $3,608-74.0% |
| Admin fee / account holder | $57 | $3,057-98.1% | $3,841-98.5% | $5,124-98.9% |