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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 | $15,689 | $29,733-47.2% | $56,025-72.0% | $80,959-80.6% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 11.39% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $48 | $672-92.8% | $1,042-95.4% | $2,757-98.3% |
| Participant deferral / active EE | $519 | $1,229-57.8% | $1,955-73.4% | $4,300-87.9% |
| Admin fee / account holder | $129 | $2,434-94.7% | $2,828-95.4% | $6,925-98.1% |