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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 | $38,468 | $99,009-61.1% | $86,581-55.6% | $147,585-73.9% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 16.78% | 1312.70%-1295.9pp | 965.06%-948.3pp | 578.58%-561.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,207 | $3,972+56.2% | $3,609+72.0% | $5,439+14.1% |
| Admin fee / account holder | $67 | $5,709-98.8% | $4,904-98.6% | $10,886-99.4% |