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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 | $8,547 | $68,097-87.4% | $62,929-86.4% | $137,256-93.8% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 20.40% | 1859.11%-1838.7pp | 1063.93%-1043.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,111 | $4,553-75.6% | $3,888-71.4% | $6,407-82.7% |
| Admin fee / account holder | $129 | $6,521-98.0% | $5,065-97.5% | $12,270-99.0% |