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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 | $13,602 | $57,330-76.3% | $86,656-84.3% | $75,177-81.9% |
| Participation rate | 17.2% | 63.2%-46.0pp | 71.7%-54.5pp | 67.2%-50.0pp |
| Annual return | 86.28% | 2675.40%-2589.1pp | 593.09%-506.8pp | 160.75%-74.5pp |
| Employer contribution / active EE | $247 | $2,316-89.4% | $3,025-91.9% | $2,671-90.8% |
| Participant deferral / active EE | $1,010 | $3,320-69.6% | $4,439-77.3% | $4,126-75.5% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |