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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 | $13,601 | $81,696-83.4% | $70,494-80.7% | $158,982-91.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 12.19% | 208.70%-196.5pp | 109.16%-97.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $367 | $3,220-88.6% | $2,738-86.6% | $4,763-92.3% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $6,200-99.0% | $3,848-98.4% | $11,252-99.5% |