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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 | $27,176 | $60,128-54.8% | $90,440-70.0% | $79,852-66.0% |
| Participation rate | 21.1% | 65.0%-43.9pp | 72.7%-51.6pp | 69.6%-48.6pp |
| Annual return | 622.43% | 71.95%+550.5pp | 1294.38%-671.9pp | 31.72%+590.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $2,939-65.9% | $3,964-74.7% | $3,740-73.2% |
| Admin fee / account holder | $186 | $3,977-95.3% | $5,615-96.7% | $5,306-96.5% |