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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 | $15,165 | $76,522-80.2% | $56,033-72.9% | $145,884-89.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 11.56% | 3014.28%-3002.7pp | 1711.38%-1699.8pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,700 | $2,624+2.9% | $1,954+38.2% | $6,690-59.6% |
| Admin fee / account holder | $8 | $3,328-99.8% | $2,827-99.7% | $13,392-99.9% |