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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 | $7,132 | $72,071-90.1% | $68,368-89.6% | $137,256-94.8% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 24.65% | 353.14%-328.5pp | 292.57%-267.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $679 | $4,410-84.6% | $4,123-83.5% | $6,407-89.4% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |