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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 | $169,237-94.2% | $129,339-92.5% | $145,978-93.3% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 11.44% | 14364.43%-14353.0pp | 9437.05%-9425.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $122 | $5,540-97.8% | $4,154-97.1% | $4,662-97.4% |
| Participant deferral / active EE | $1,224 | $4,991-75.5% | $4,170-70.7% | $6,690-81.7% |
| Admin fee / account holder | $47 | $9,882-99.5% | $7,668-99.4% | $13,400-99.7% |