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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 | $23,703 | $169,361-86.0% | $129,397-81.7% | $145,877-83.8% |
| Participation rate | 7.1% | 76.5%-69.3pp | 69.6%-62.5pp | 80.3%-73.2pp |
| Annual return | 14.74% | 14395.54%-14380.8pp | 9453.98%-9439.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $356 | $4,987-92.9% | $4,167-91.5% | $6,691-94.7% |
| Admin fee / account holder | $129 | $9,903-98.7% | $7,679-98.3% | $13,402-99.0% |