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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 | $25,294 | $155,833-83.8% | $124,693-79.7% | $167,518-84.9% |
| Participation rate | 40.0% | 81.1%-41.1pp | 74.6%-34.6pp | 82.1%-42.1pp |
| Annual return | 13.74% | 17.98%-4.2pp | 5144.19%-5130.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $563 | $4,164-86.5% | $3,324-83.1% | $4,838-88.4% |
| Participant deferral / active EE | $2,075 | $5,675-63.4% | $4,615-55.0% | $6,342-67.3% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |