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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 | $26,161 | $169,237-84.5% | $129,339-79.8% | $145,978-82.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 22.03% | 14364.43%-14342.4pp | 9437.05%-9415.0pp | 550.52%-528.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $780 | $4,991-84.4% | $4,170-81.3% | $6,690-88.3% |
| Admin fee / account holder | $2 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |