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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 | $21,806 | $97,729-77.7% | $83,830-74.0% | $135,379-83.9% |
| Participation rate | 15.8% | 80.0%-64.2pp | 76.1%-60.4pp | 82.6%-66.9pp |
| Annual return | -8.33% | 1287.52%-1295.9pp | 850.97%-859.3pp | 519.79%-528.1pp |
| Employer contribution / active EE | $171 | $4,222-95.9% | $3,631-95.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,324 | $4,683-71.7% | $4,082-67.6% | $5,609-76.4% |
| Admin fee / account holder | $180 | $6,674-97.3% | $5,479-96.7% | $10,828-98.3% |