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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 | $4,168 | $68,097-93.9% | $62,929-93.4% | $137,256-97.0% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 17.74% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,156 | $4,553-74.6% | $3,888-70.3% | $6,407-82.0% |
| Admin fee / account holder | $58 | $6,521-99.1% | $5,065-98.9% | $12,270-99.5% |