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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 | $108,897-88.3% | $100,378-87.3% | $145,877-91.3% |
| Participation rate | 36.8% | 83.0%-46.1pp | 81.5%-44.7pp | 80.3%-43.5pp |
| Annual return | 19.95% | 58.17%-38.2pp | 49.41%-29.5pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,524 | $8,455-70.1% | $8,087-68.8% | $6,691-62.3% |
| Admin fee / account holder | $56 | $9,690-99.4% | $7,899-99.3% | $13,402-99.6% |