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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 | $2,083 | $76,608-97.3% | $56,077-96.3% | $145,877-98.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 15.23% | 3009.59%-2994.4pp | 1709.28%-1694.0pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,193 | $2,624-54.5% | $1,954-38.9% | $6,691-82.2% |
| Admin fee / account holder | $28 | $3,325-99.2% | $2,825-99.0% | $13,402-99.8% |