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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 | $16,698 | $75,832-78.0% | $147,617-88.7% | $59,633-72.0% |
| Participation rate | 58.7% | 71.6%-12.9pp | 84.6%-25.9pp | 68.7%-10.0pp |
| Annual return | 30.59% | 0.37%+30.2pp | 61.98%-31.4pp | 2041.45%-2010.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,572 | $3,131-17.9% | $4,895-47.5% | $3,192-19.4% |
| Admin fee / account holder | $121 | $5,986-98.0% | $11,612-99.0% | $4,297-97.2% |