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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 | $9,113 | $49,896-81.7% | $80,627-88.7% | $75,173-87.9% |
| Participation rate | 17.6% | 55.3%-37.7pp | 67.0%-49.4pp | 67.2%-49.6pp |
| Annual return | 238.56% | 34.67%+203.9pp | 936.76%-698.2pp | 160.72%+77.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,422 | $2,992-52.5% | $4,443-68.0% | $4,126-65.5% |
| Admin fee / account holder | $186 | $3,578-94.8% | $5,381-96.5% | $5,651-96.7% |