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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 | $16,237 | $102,595-84.2% | $94,057-82.7% | $154,746-89.5% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 20.75% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,963 | $5,118-61.7% | $4,709-58.3% | $6,730-70.8% |
| Admin fee / account holder | $156 | $7,736-98.0% | $7,244-97.9% | $14,365-98.9% |