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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 | $39,808 | $102,595-61.2% | $94,057-57.7% | $154,746-74.3% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 11.27% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,556 | $5,118-69.6% | $4,709-67.0% | $6,730-76.9% |
| Admin fee / account holder | $12 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |