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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 | $4,499 | $29,733-84.9% | $56,025-92.0% | $80,959-94.4% |
| Participation rate | 17.9% | 41.7%-23.9pp | 52.5%-34.7pp | 67.7%-49.8pp |
| Annual return | 12.93% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $317 | $1,229-74.2% | $1,955-83.8% | $4,300-92.6% |
| Admin fee / account holder | $27 | $2,434-98.9% | $2,828-99.0% | $6,925-99.6% |