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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 | $5,781 | $72,446-92.0% | $67,561-91.4% | $145,877-96.0% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 14.74% | 7211.98%-7197.2pp | 3525.44%-3510.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,767 | $4,785-63.1% | $4,003-55.9% | $6,691-73.6% |
| Admin fee / account holder | $102 | $5,541-98.2% | $4,006-97.5% | $13,402-99.2% |