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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 | $6,731 | $29,319-77.0% | $52,425-87.2% | $82,448-91.8% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | 30.67% | 535.20%-504.5pp | 302.12%-271.5pp | 41.64%-11.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $322 | $1,171-72.5% | $1,790-82.0% | $4,139-92.2% |
| Admin fee / account holder | $109 | $1,962-94.5% | $2,495-95.7% | $7,234-98.5% |