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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 | $9,215 | $167,030-94.5% | $135,768-93.2% | $155,188-94.1% |
| Participation rate | 33.3% | 76.2%-42.8pp | 71.1%-37.7pp | 80.8%-47.5pp |
| Annual return | 21.04% | 678.39%-657.4pp | 526.10%-505.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $939 | $4,528-79.3% | $3,977-76.4% | $6,531-85.6% |
| Admin fee / account holder | $18 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |