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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 | $20,250 | $96,388-79.0% | $80,627-74.9% | $139,466-85.5% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 20.24% | 1352.08%-1331.8pp | 936.76%-916.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $39 | $3,260-98.8% | $2,723-98.6% | $4,754-99.2% |
| Participant deferral / active EE | $1,906 | $5,224-63.5% | $4,443-57.1% | $6,712-71.6% |
| Admin fee / account holder | $82 | $6,603-98.8% | $5,381-98.5% | $11,409-99.3% |