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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 | $9,541 | $96,361-90.1% | $80,607-88.2% | $139,456-93.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 28.85% | 1350.95%-1322.1pp | 936.11%-907.3pp | 373.45%-344.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,381 | $5,232+2.9% | $4,448+21.0% | $6,711-19.8% |
| Admin fee / account holder | $4 | $6,601-99.9% | $5,379-99.9% | $11,407-100.0% |