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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 | $13,737 | $60,119-77.2% | $90,430-84.8% | $79,858-82.8% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 16.58% | 71.94%-55.4pp | 1293.73%-1277.2pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,697 | $2,938-42.2% | $3,963-57.2% | $3,740-54.6% |
| Admin fee / account holder | $220 | $3,976-94.5% | $5,613-96.1% | $5,306-95.9% |