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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 | $4,898 | $88,815-94.5% | $81,882-94.0% | $145,897-96.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 23.85% | 1033.75%-1009.9pp | 779.47%-755.6pp | 552.29%-528.4pp |
| Employer contribution / active EE | $122 | $3,086-96.0% | $2,916-95.8% | $4,663-97.4% |
| Participant deferral / active EE | $2,669 | $4,647-42.6% | $4,323-38.3% | $6,689-60.1% |
| Admin fee / account holder | $57 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |