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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 | $10,481 | $68,097-84.6% | $62,929-83.3% | $137,256-92.4% |
| Participation rate | 23.5% | 77.4%-53.9pp | 73.1%-49.6pp | 80.0%-56.4pp |
| Annual return | 23.06% | 1859.11%-1836.1pp | 1063.93%-1040.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,029 | $4,553-77.4% | $3,888-73.5% | $6,407-83.9% |
| Admin fee / account holder | $57 | $6,521-99.1% | $5,065-98.9% | $12,270-99.5% |