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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 | $12,587 | $96,678-87.0% | $86,640-85.5% | $139,466-91.0% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 23.33% | 106.69%-83.4pp | 592.52%-569.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,217 | $4,837-54.2% | $4,438-50.0% | $6,712-67.0% |
| Admin fee / account holder | $53 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |