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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 | $50,954 | $100,911-49.5% | $90,440-43.7% | $158,966-67.9% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 16.46% | 1726.62%-1710.2pp | 1294.38%-1277.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $33 | $3,690-99.1% | $3,263-99.0% | $4,762-99.3% |
| Participant deferral / active EE | $1,000 | $4,348-77.0% | $3,964-74.8% | $5,983-83.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |