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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 | $11,875 | $88,815-86.6% | $81,882-85.5% | $145,897-91.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 39.76% | 1033.75%-994.0pp | 779.47%-739.7pp | 552.29%-512.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,048 | $4,647-77.4% | $4,323-75.8% | $6,689-84.3% |
| Admin fee / account holder | $193 | $8,434-97.7% | $7,360-97.4% | $13,390-98.6% |