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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 | $4,961 | $67,823-92.7% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 19.0% | 63.9%-44.9pp | 55.6%-36.6pp | 80.0%-60.9pp |
| Annual return | 16.79% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $462 | $2,288-79.8% | $1,790-74.2% | $6,407-92.8% |
| Admin fee / account holder | $113 | $2,844-96.0% | $2,495-95.5% | $12,270-99.1% |