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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 | $27,647 | $88,778-68.9% | $81,844-66.2% | $145,884-81.0% |
| Participation rate | 5.6% | 75.1%-69.5pp | 72.4%-66.8pp | 80.3%-74.7pp |
| Annual return | 66.18% | 1033.03%-966.8pp | 778.87%-712.7pp | 551.85%-485.7pp |
| Employer contribution / active EE | $213 | $3,087-93.1% | $2,916-92.7% | $4,662-95.4% |
| Participant deferral / active EE | $708 | $4,648-84.8% | $4,323-83.6% | $6,690-89.4% |
| Admin fee / account holder | $115 | $8,430-98.6% | $7,355-98.4% | $13,392-99.1% |