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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 | $17,285 | $96,388-82.1% | $80,627-78.6% | $139,466-87.6% |
| Participation rate | 27.8% | 73.6%-45.9pp | 67.0%-39.2pp | 80.3%-52.6pp |
| Annual return | 15.80% | 1352.08%-1336.3pp | 936.76%-921.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,165 | $5,224-58.6% | $4,443-51.3% | $6,712-67.7% |
| Admin fee / account holder | $216 | $6,603-96.7% | $5,381-96.0% | $11,409-98.1% |