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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 | $9,961 | $70,366-85.8% | $66,674-85.1% | $138,895-92.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 20.89% | 386.41%-365.5pp | 321.24%-300.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,023 | $4,374-30.9% | $4,084-26.0% | $6,396-52.7% |
| Admin fee / account holder | $27 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |