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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 | $17,238 | $27,639-37.6% | $61,501-72.0% | $68,490-74.8% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | 5013.06% | -13.19%+5026.3pp | 339.04%+4674.0pp | -7.85%+5020.9pp |
| Employer contribution / active EE | $0 | $696-99.9% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $385 | $1,264-69.6% | $2,125-81.9% | $4,028-90.5% |
| Admin fee / account holder | $150 | $2,012-92.5% | $2,132-93.0% | $5,403-97.2% |