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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 | $25,911 | $99,011-73.8% | $86,582-70.1% | $147,586-82.4% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 11.39% | 1312.75%-1301.4pp | 965.08%-953.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,315 | $3,972-66.9% | $3,609-63.6% | $5,439-75.8% |
| Admin fee / account holder | $107 | $5,709-98.1% | $4,904-97.8% | $10,886-99.0% |