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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 | $4,634 | $27,936-83.4% | $58,561-92.1% | $75,173-93.8% |
| Participation rate | 9.2% | 38.8%-29.7pp | 50.9%-41.7pp | 67.2%-58.0pp |
| Annual return | 311.67% | 44.21%+267.5pp | 4251.33%-3939.7pp | 160.72%+151.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $258 | $1,202-78.5% | $1,923-86.6% | $4,126-93.7% |
| Admin fee / account holder | $165 | $1,727-90.5% | $2,520-93.5% | $5,651-97.1% |