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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 | $4,131 | $68,097-93.9% | $62,929-93.4% | $137,256-97.0% |
| Participation rate | 36.8% | 77.4%-40.6pp | 73.1%-36.3pp | 80.0%-43.1pp |
| Annual return | 15.75% | 1859.11%-1843.4pp | 1063.93%-1048.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $910 | $4,553-80.0% | $3,888-76.6% | $6,407-85.8% |
| Admin fee / account holder | $82 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |