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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 | $10,670 | $96,691-89.0% | $86,656-87.7% | $139,487-92.4% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 15.99% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,121 | $4,838-76.8% | $4,439-74.7% | $6,713-83.3% |
| Admin fee / account holder | $294 | $6,414-95.4% | $5,619-94.8% | $11,407-97.4% |