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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 | $18,333 | $110,551-83.4% | $80,741-77.3% | $167,536-89.1% |
| Participation rate | 27.3% | 64.0%-36.7pp | 54.2%-26.9pp | 82.1%-54.8pp |
| Annual return | 15.69% | 120.57%-104.9pp | 87.30%-71.6pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $376 | $2,870-86.9% | $2,145-82.5% | $6,342-94.1% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |