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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 | $6,213 | $72,071-91.4% | $68,368-90.9% | $137,256-95.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 26.57% | 353.14%-326.6pp | 292.57%-266.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $863 | $4,410-80.4% | $4,123-79.1% | $6,407-86.5% |
| Admin fee / account holder | $41 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |