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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 | $22,886 | $100,073-77.1% | $85,126-73.1% | $145,877-84.3% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 17.93% | 84.11%-66.2pp | 66.63%-48.7pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,160 | $5,294-78.1% | $4,523-74.4% | $6,691-82.7% |
| Admin fee / account holder | $56 | $7,261-99.2% | $6,160-99.1% | $13,402-99.6% |