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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 | $56,583 | $99,031-42.9% | $86,597-34.7% | $147,585-61.7% |
| Participation rate | 13.3% | 76.3%-63.0pp | 73.5%-60.2pp | 82.8%-69.5pp |
| Annual return | 17.55% | 1312.56%-1295.0pp | 964.96%-947.4pp | 578.57%-561.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $506 | $3,972-87.3% | $3,609-86.0% | $5,439-90.7% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |