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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 | $73,421-88.4% | $66,439-87.1% | $155,188-94.5% |
| Participation rate | 40.0% | 79.7%-39.7pp | 74.5%-34.5pp | 80.8%-40.8pp |
| Annual return | 20.40% | 1382.37%-1362.0pp | 757.66%-737.3pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,111 | $4,680-76.3% | $3,876-71.3% | $6,531-83.0% |
| Admin fee / account holder | $129 | $8,856-98.5% | $6,173-97.9% | $14,480-99.1% |