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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 | $12,721 | $108,912-88.3% | $100,383-87.3% | $145,959-91.3% |
| Participation rate | 36.8% | 83.0%-46.1pp | 81.5%-44.7pp | 80.3%-43.4pp |
| Annual return | 19.95% | 57.96%-38.0pp | 49.26%-29.3pp | 561.95%-542.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,524 | $8,451-70.1% | $8,086-68.8% | $6,689-62.3% |
| Admin fee / account holder | $56 | $9,690-99.4% | $7,900-99.3% | $13,398-99.6% |