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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 | $11,212 | $96,691-88.4% | $86,656-87.1% | $139,487-92.0% |
| Participation rate | 58.8% | 74.4%-15.6pp | 71.7%-12.9pp | 80.3%-21.5pp |
| Annual return | 29.93% | 106.87%-76.9pp | 593.09%-563.2pp | 373.84%-343.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,729 | $4,838-43.6% | $4,439-38.5% | $6,713-59.3% |
| Admin fee / account holder | $136 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |