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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 | $11,824 | $88,702-86.7% | $81,780-85.5% | $145,978-91.9% |
| Participation rate | 52.2% | 75.0%-22.9pp | 72.4%-20.2pp | 80.3%-28.1pp |
| Annual return | 16.49% | 1029.12%-1012.6pp | 776.27%-759.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $223 | $3,084-92.8% | $2,914-92.3% | $4,662-95.2% |
| Participant deferral / active EE | $1,779 | $4,645-61.7% | $4,321-58.8% | $6,690-73.4% |
| Admin fee / account holder | $7 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |