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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 | $16,062 | $72,071-77.7% | $68,368-76.5% | $137,256-88.3% |
| Participation rate | 30.4% | 76.2%-45.8pp | 73.8%-43.3pp | 80.0%-49.5pp |
| Annual return | 17.42% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $595 | $4,410-86.5% | $4,123-85.6% | $6,407-90.7% |
| Admin fee / account holder | $155 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |