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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 | $9,405 | $102,595-90.8% | $94,057-90.0% | $154,746-93.9% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 16.29% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,174 | $5,118-77.1% | $4,709-75.1% | $6,730-82.6% |
| Admin fee / account holder | $109 | $7,736-98.6% | $7,244-98.5% | $14,365-99.2% |