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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 | $16,177 | $100,203-83.9% | $85,240-81.0% | $145,897-88.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.05% | 84.28%-74.2pp | 66.75%-56.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,411 | $5,299-73.4% | $4,527-68.8% | $6,689-78.9% |
| Admin fee / account holder | $146 | $7,265-98.0% | $6,165-97.6% | $13,390-98.9% |