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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 | $29,667-47.1% | $56,441-72.2% | $80,874-80.6% |
| Participation rate | 29.7% | 41.7%-11.9pp | 52.5%-22.8pp | 67.6%-37.9pp |
| Annual return | 11.39% | 35.22%-23.8pp | 1704.21%-1692.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $48 | $669-92.8% | $1,039-95.4% | $2,756-98.3% |
| Participant deferral / active EE | $519 | $1,227-57.7% | $1,953-73.4% | $4,297-87.9% |
| Admin fee / account holder | $129 | $2,429-94.7% | $2,829-95.4% | $6,935-98.1% |