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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 | $88,754-86.6% | $81,820-85.5% | $145,877-91.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 39.76% | 1031.77%-992.0pp | 777.93%-738.2pp | 551.28%-511.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,048 | $4,648-77.5% | $4,323-75.8% | $6,691-84.3% |
| Admin fee / account holder | $193 | $8,424-97.7% | $7,391-97.4% | $13,402-98.6% |