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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 | $5,789 | $76,522-92.4% | $56,033-89.7% | $145,884-96.0% |
| Participation rate | 40.9% | 63.2%-22.3pp | 52.5%-11.6pp | 80.3%-39.4pp |
| Annual return | 13.58% | 3014.28%-3000.7pp | 1711.38%-1697.8pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,089 | $2,624-58.5% | $1,954-44.3% | $6,690-83.7% |
| Admin fee / account holder | $294 | $3,328-91.2% | $2,827-89.6% | $13,392-97.8% |