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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 | $2,902 | $67,823-95.7% | $52,425-94.5% | $137,256-97.9% |
| Participation rate | 65.0% | 63.9%+1.1pp | 55.6%+9.4pp | 80.0%-15.0pp |
| Annual return | 26.78% | 219.11%-192.3pp | 302.12%-275.3pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $845 | $2,288-63.1% | $1,790-52.8% | $6,407-86.8% |
| Admin fee / account holder | $111 | $2,844-96.1% | $2,495-95.5% | $12,270-99.1% |