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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 | $8,079 | $169,336-95.2% | $129,384-93.8% | $145,884-94.5% |
| Participation rate | 4.2% | 76.5%-72.3pp | 69.6%-65.5pp | 80.3%-76.1pp |
| Annual return | 11.88% | 14408.70%-14396.8pp | 9461.77%-9449.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $109 | $5,540-98.0% | $4,153-97.4% | $4,662-97.7% |
| Participant deferral / active EE | $812 | $4,985-83.7% | $4,166-80.5% | $6,690-87.9% |
| Admin fee / account holder | $115 | $9,912-98.8% | $7,686-98.5% | $13,392-99.1% |