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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 | $7,282 | $81,749-91.1% | $58,544-87.6% | $139,456-94.8% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 15.25% | 7425.45%-7410.2pp | 4249.56%-4234.3pp | 373.45%-358.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $391 | $2,555-84.7% | $1,923-79.7% | $6,711-94.2% |
| Admin fee / account holder | $62 | $3,272-98.1% | $2,520-97.5% | $11,407-99.5% |