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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 | $13,851 | $45,152-69.3% | $73,836-81.2% | $59,633-76.8% |
| Participation rate | 13.3% | 64.0%-50.7pp | 73.4%-60.1pp | 68.7%-55.3pp |
| Annual return | 23222.98% | 27.40%+23195.6pp | 2268.06%+20954.9pp | 2041.45%+21181.5pp |
| Employer contribution / active EE | $35 | $1,901-98.2% | $2,787-98.8% | $2,203-98.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $64 | $3,515-98.2% | $4,882-98.7% | $4,297-98.5% |