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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 | $9,663 | $108,695-91.1% | $74,722-87.1% | $152,897-93.7% |
| Participation rate | 12.5% | 65.4%-52.9pp | 54.5%-42.0pp | 82.5%-70.0pp |
| Annual return | 34.93% | 114.11%-79.2pp | 753.11%-718.2pp | 345.43%-310.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $600 | $2,712-77.9% | $1,963-69.4% | $5,851-89.7% |
| Admin fee / account holder | $85 | $4,906-98.3% | $3,335-97.5% | $11,599-99.3% |