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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 | $3,767 | $81,749-95.4% | $58,544-93.6% | $139,456-97.3% |
| Participation rate | 7.1% | 61.3%-54.2pp | 50.9%-43.7pp | 80.3%-73.2pp |
| Annual return | 255.15% | 7425.45%-7170.3pp | 4249.56%-3994.4pp | 373.45%-118.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $235 | $2,555-90.8% | $1,923-87.8% | $6,711-96.5% |
| Admin fee / account holder | $6 | $3,272-99.8% | $2,520-99.8% | $11,407-99.9% |