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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 | $28,531 | $58,275-51.0% | $81,844-65.1% | $80,935-64.7% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 11.92% | 41.82%-29.9pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $163 | $2,346-93.0% | $2,916-94.4% | $2,757-94.1% |
| Participant deferral / active EE | $810 | $3,285-75.3% | $4,323-81.3% | $4,299-81.2% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |