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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 | $14,327 | $60,139-76.2% | $90,461-84.2% | $79,856-82.1% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 22.61% | 71.96%-49.4pp | 1294.76%-1272.2pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,436 | $2,939-17.1% | $3,964-38.6% | $3,741-34.9% |
| Admin fee / account holder | $64 | $3,978-98.4% | $5,617-98.9% | $5,306-98.8% |