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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 | $11,103 | $29,733-62.7% | $56,025-80.2% | $80,959-86.3% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.3pp |
| Annual return | 23.65% | 35.28%-11.6pp | 1712.69%-1689.0pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $866 | $1,229-29.5% | $1,955-55.7% | $4,300-79.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |