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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 | $17,907 | $29,319-38.9% | $52,425-65.8% | $82,448-78.3% |
| Participation rate | 35.6% | 46.9%-11.2pp | 55.6%-20.0pp | 68.1%-32.5pp |
| Annual return | 77.84% | 535.20%-457.4pp | 302.12%-224.3pp | 41.64%+36.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,375 | $1,171+188.1% | $1,790+88.5% | $4,139-18.5% |
| Admin fee / account holder | $230 | $1,962-88.3% | $2,495-90.8% | $7,234-96.8% |