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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 | $2,861 | $67,823-95.8% | $52,425-94.5% | $137,256-97.9% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 11.54% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $419 | $2,288-81.7% | $1,790-76.6% | $6,407-93.5% |
| Admin fee / account holder | $216 | $2,844-92.4% | $2,495-91.4% | $12,270-98.2% |