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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 | $14,443 | $53,128-72.8% | $86,582-83.3% | $70,126-79.4% |
| Participation rate | 8.0% | 65.3%-57.3pp | 73.5%-65.5pp | 69.5%-61.5pp |
| Annual return | 20.16% | 27.66%-7.5pp | 965.08%-944.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $830 | $2,695-69.2% | $3,609-77.0% | $3,332-75.1% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |