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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 | $9,182 | $68,097-86.5% | $62,929-85.4% | $137,256-93.3% |
| Participation rate | 18.2% | 77.4%-59.3pp | 73.1%-54.9pp | 80.0%-61.8pp |
| Annual return | 26.45% | 1859.11%-1832.7pp | 1063.93%-1037.5pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $973 | $4,553-78.6% | $3,888-75.0% | $6,407-84.8% |
| Admin fee / account holder | $54 | $6,521-99.2% | $5,065-98.9% | $12,270-99.6% |