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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 | $9,586 | $72,403-86.8% | $67,524-85.8% | $145,978-93.4% |
| Participation rate | 30.8% | 76.9%-46.1pp | 72.9%-42.1pp | 80.3%-49.5pp |
| Annual return | 30.94% | 7197.23%-7166.3pp | 3519.41%-3488.5pp | 550.52%-519.6pp |
| Employer contribution / active EE | $163 | $3,072-94.7% | $2,734-94.1% | $4,662-96.5% |
| Participant deferral / active EE | $1,737 | $4,782-63.7% | $4,001-56.6% | $6,690-74.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |