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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 | $9,732 | $169,336-94.3% | $129,384-92.5% | $145,884-93.3% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 11.44% | 14408.70%-14397.3pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $122 | $5,540-97.8% | $4,153-97.1% | $4,662-97.4% |
| Participant deferral / active EE | $1,224 | $4,985-75.4% | $4,166-70.6% | $6,690-81.7% |
| Admin fee / account holder | $47 | $9,912-99.5% | $7,686-99.4% | $13,392-99.7% |