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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 | $11,070 | $49,976-77.8% | $66,674-83.4% | $82,637-86.6% |
| Participation rate | 25.0% | 63.1%-38.1pp | 73.7%-48.7pp | 68.1%-43.1pp |
| Annual return | 16.91% | 39.09%-22.2pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $658 | $2,847-76.9% | $4,084-83.9% | $4,126-84.1% |
| Admin fee / account holder | $64 | $4,594-98.6% | $5,098-98.8% | $7,339-99.1% |