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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 | $9,260 | $29,319-68.4% | $52,425-82.3% | $82,448-88.8% |
| Participation rate | 8.5% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.6pp |
| Annual return | 24.89% | 535.20%-510.3pp | 302.12%-277.2pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $549 | $1,171-53.1% | $1,790-69.3% | $4,139-86.7% |
| Admin fee / account holder | $145 | $1,962-92.6% | $2,495-94.2% | $7,234-98.0% |