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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 | $15,789 | $180,749-91.3% | $160,784-90.2% | $137,256-88.5% |
| Participation rate | 65.0% | 80.0%-15.0pp | 77.0%-12.0pp | 80.0%-15.0pp |
| Annual return | 18.15% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,224 | $6,844-52.9% | $6,293-48.8% | $6,407-49.7% |
| Admin fee / account holder | $263 | $10,397-97.5% | $9,717-97.3% | $12,270-97.9% |