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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 | $35,047 | $76,785-54.4% | $56,441-37.9% | $145,959-76.0% |
| Participation rate | 23.5% | 63.2%-39.7pp | 52.5%-29.0pp | 80.3%-56.8pp |
| Annual return | 10.11% | 3000.51%-2990.4pp | 1704.21%-1694.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $6 | $1,381-99.6% | $1,039-99.4% | $4,661-99.9% |
| Participant deferral / active EE | $444 | $2,624-83.1% | $1,953-77.2% | $6,689-93.4% |
| Admin fee / account holder | $193 | $3,334-94.2% | $2,829-93.2% | $13,398-98.6% |