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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 | $6,786 | $69,118-90.2% | $53,647-87.4% | $138,895-95.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 23.80% | 248.26%-224.5pp | 358.33%-334.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,688 | $2,274-25.8% | $1,813-6.9% | $6,396-73.6% |
| Admin fee / account holder | $66 | $2,724-97.6% | $2,460-97.3% | $12,562-99.5% |