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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 | $26,370 | $109,908-76.0% | $97,161-72.9% | $145,978-81.9% |
| Participation rate | 11.8% | 75.9%-64.2pp | 72.7%-60.9pp | 80.3%-68.5pp |
| Annual return | 18.36% | 243.80%-225.4pp | 75.36%-57.0pp | 550.52%-532.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $824 | $4,679-82.4% | $4,265-80.7% | $6,690-87.7% |
| Admin fee / account holder | $20 | $6,213-99.7% | $5,647-99.6% | $13,400-99.9% |