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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 | $5,669 | $70,366-91.9% | $66,674-91.5% | $138,895-95.9% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 20.28% | 386.41%-366.1pp | 321.24%-301.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,179 | $4,374-27.3% | $4,084-22.2% | $6,396-50.3% |
| Admin fee / account holder | $13 | $5,262-99.8% | $5,098-99.7% | $12,562-99.9% |