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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 | $21,753 | $29,319-25.8% | $52,425-58.5% | $82,448-73.6% |
| Participation rate | 9.7% | 46.9%-37.2pp | 55.6%-45.9pp | 68.1%-58.4pp |
| Annual return | 17.09% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $302 | $1,171-74.2% | $1,790-83.1% | $4,139-92.7% |
| Admin fee / account holder | $214 | $1,962-89.1% | $2,495-91.4% | $7,234-97.0% |