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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 | $31,601 | $150,447-79.0% | $136,298-76.8% | $147,586-78.6% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 19.46% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,128 | $6,631-67.9% | $6,247-65.9% | $5,439-60.9% |
| Admin fee / account holder | $98 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |