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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 | $16,314 | $156,963-89.6% | $121,204-86.5% | $139,466-88.3% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.5%-60.4pp | 80.3%-71.2pp |
| Annual return | 42.89% | 1476.75%-1433.9pp | 987.18%-944.3pp | 373.66%-330.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $875 | $4,848-82.0% | $4,083-78.6% | $6,712-87.0% |
| Admin fee / account holder | $51 | $6,953-99.3% | $5,651-99.1% | $11,409-99.6% |