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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 | $16,042 | $27,943-42.6% | $58,507-72.6% | $75,177-78.7% |
| Participation rate | 8.2% | 38.8%-30.6pp | 50.9%-42.7pp | 67.2%-59.0pp |
| Annual return | 21.26% | 44.22%-23.0pp | 4252.32%-4231.1pp | 160.75%-139.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $374 | $1,202-68.9% | $1,922-80.6% | $4,126-90.9% |
| Admin fee / account holder | $140 | $1,727-91.9% | $2,486-94.4% | $5,651-97.5% |