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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 | $5,647 | $28,624-80.3% | $53,647-89.5% | $82,637-93.2% |
| Participation rate | 25.0% | 47.3%-22.3pp | 56.3%-31.3pp | 68.1%-43.1pp |
| Annual return | 23.46% | 664.98%-641.5pp | 358.33%-334.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $695 | $1,196-41.9% | $1,813-61.7% | $4,126-83.2% |
| Admin fee / account holder | $32 | $2,022-98.4% | $2,460-98.7% | $7,339-99.6% |