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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 | $18,974 | $29,716-36.1% | $56,077-66.2% | $80,925-76.6% |
| Participation rate | 8.8% | 41.7%-32.9pp | 52.5%-43.7pp | 67.7%-58.8pp |
| Annual return | 12.09% | 35.30%-23.2pp | 1709.28%-1697.2pp | 35.65%-23.6pp |
| Employer contribution / active EE | $58 | $671-91.3% | $1,040-94.4% | $2,756-97.9% |
| Participant deferral / active EE | $543 | $1,228-55.8% | $1,954-72.2% | $4,299-87.4% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |