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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 | $6,176 | $72,071-91.4% | $68,368-91.0% | $137,256-95.5% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 63.13% | 353.14%-290.0pp | 292.57%-229.4pp | 220.34%-157.2pp |
| Employer contribution / active EE | $238 | $2,788-91.5% | $2,649-91.0% | $4,156-94.3% |
| Participant deferral / active EE | $1,241 | $4,410-71.9% | $4,123-69.9% | $6,407-80.6% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |