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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 | $17,035 | $111,830-84.8% | $93,696-81.8% | $145,884-88.3% |
| Participation rate | 60.9% | 74.2%-13.4pp | 68.7%-7.9pp | 80.3%-19.4pp |
| Annual return | 16.62% | 204.08%-187.5pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $435 | $3,093-85.9% | $2,422-82.0% | $4,662-90.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |