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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 | $14,952 | $108,285-86.2% | $77,552-80.7% | $158,982-90.6% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 18.35% | 31.69%-13.3pp | 54.82%-36.5pp | 302.99%-284.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $345 | $2,455-85.9% | $1,861-81.5% | $5,983-94.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |