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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 | $29,670-76.6% | $56,054-87.6% | $80,911-91.4% |
| Participation rate | 24.0% | 41.7%-17.7pp | 52.5%-28.5pp | 67.6%-43.6pp |
| Annual return | 12.80% | 35.24%-22.4pp | 1705.95%-1693.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $446 | $1,227-63.6% | $1,952-77.1% | $4,297-89.6% |
| Admin fee / account holder | $8 | $2,431-99.7% | $2,822-99.7% | $6,935-99.9% |