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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 | $108,911-88.3% | $100,392-87.3% | $145,884-91.3% |
| Participation rate | 36.8% | 83.0%-46.1pp | 81.5%-44.7pp | 80.3%-43.5pp |
| Annual return | 19.95% | 58.23%-38.3pp | 49.45%-29.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,524 | $8,459-70.2% | $8,090-68.8% | $6,690-62.3% |
| Admin fee / account holder | $56 | $9,698-99.4% | $7,904-99.3% | $13,392-99.6% |