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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 | $6,952 | $29,733-76.6% | $56,025-87.6% | $80,959-91.4% |
| Participation rate | 24.0% | 41.7%-17.7pp | 52.5%-28.5pp | 67.7%-43.7pp |
| Annual return | 12.80% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $446 | $1,229-63.7% | $1,955-77.2% | $4,300-89.6% |
| Admin fee / account holder | $8 | $2,434-99.7% | $2,828-99.7% | $6,925-99.9% |