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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 | $9,400 | $99,053-90.5% | $88,179-89.3% | $138,895-93.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 18.21% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,995 | $5,225-61.8% | $4,614-56.8% | $6,396-68.8% |
| Admin fee / account holder | $37 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |