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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 | $19,327 | $68,097-71.6% | $62,929-69.3% | $137,256-85.9% |
| Participation rate | 30.8% | 77.4%-46.7pp | 73.1%-42.3pp | 80.0%-49.2pp |
| Annual return | 29.50% | 1859.11%-1829.6pp | 1063.93%-1034.4pp | 220.34%-190.8pp |
| Employer contribution / active EE | $154 | $2,811-94.5% | $2,505-93.9% | $4,156-96.3% |
| Participant deferral / active EE | $1,973 | $4,553-56.7% | $3,888-49.2% | $6,407-69.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |