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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 | $16,290 | $102,696-84.1% | $86,235-81.1% | $139,487-88.3% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.0%-56.5pp | 80.3%-67.8pp |
| Annual return | 39.71% | 1925.91%-1886.2pp | 1170.03%-1130.3pp | 373.84%-334.1pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,367 | $4,679-70.8% | $3,987-65.7% | $6,713-79.6% |
| Admin fee / account holder | $47 | $8,667-99.5% | $6,856-99.3% | $11,407-99.6% |