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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 | $9,287 | $34,316-72.9% | $74,719-87.6% | $72,983-87.3% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 36.60% | 26.58%+10.0pp | 753.05%-716.5pp | 81.01%-44.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,234 | $1,272-2.9% | $1,963-37.1% | $3,608-65.8% |
| Admin fee / account holder | $161 | $2,125-92.4% | $3,334-95.2% | $5,124-96.9% |