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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 | $15,849 | $67,823-76.6% | $52,425-69.8% | $137,256-88.5% |
| Participation rate | 5.0% | 63.9%-58.9pp | 55.6%-50.6pp | 80.0%-75.0pp |
| Annual return | 21.96% | 219.11%-197.1pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $284 | $2,288-87.6% | $1,790-84.1% | $6,407-95.6% |
| Admin fee / account holder | $42 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |