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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 | $8,565 | $34,316-75.0% | $74,723-88.5% | $72,976-88.3% |
| Participation rate | 29.4% | 42.4%-13.0pp | 54.5%-25.1pp | 69.5%-40.1pp |
| Annual return | 19.25% | 26.58%-7.3pp | 753.18%-733.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $707 | $1,272-44.4% | $1,962-64.0% | $3,608-80.4% |
| Admin fee / account holder | $123 | $2,125-94.2% | $3,335-96.3% | $5,124-97.6% |