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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 | $8,781 | $72,396-87.9% | $67,511-87.0% | $145,959-94.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.85% | 7194.07%-7182.2pp | 3517.41%-3505.6pp | 561.95%-550.1pp |
| Employer contribution / active EE | $300 | $3,071-90.2% | $2,733-89.0% | $4,661-93.6% |
| Participant deferral / active EE | $1,266 | $4,781-73.5% | $4,000-68.4% | $6,689-81.1% |
| Admin fee / account holder | $168 | $5,538-97.0% | $3,999-95.8% | $13,398-98.7% |