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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 | $33,127 | $100,895-67.2% | $90,430-63.4% | $158,950-79.2% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | 8.82% | 1725.54%-1716.7pp | 1293.73%-1284.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,333 | $4,347-69.3% | $3,963-66.4% | $5,983-77.7% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |