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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 | $70,366-91.2% | $66,674-90.7% | $138,895-95.6% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 63.13% | 386.41%-323.3pp | 321.24%-258.1pp | 145.39%-82.3pp |
| Employer contribution / active EE | $238 | $2,765-91.4% | $2,620-90.9% | $4,194-94.3% |
| Participant deferral / active EE | $1,241 | $4,374-71.6% | $4,084-69.6% | $6,396-80.6% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |