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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 | $13,965 | $77,449-82.0% | $69,483-79.9% | $152,909-90.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 74.6%-43.3pp | 82.5%-51.2pp |
| Annual return | 18.70% | 39.09%-20.4pp | 28.99%-10.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $113 | $3,316-96.6% | $2,780-96.0% | $4,764-97.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |