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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 | $2,182 | $76,522-97.1% | $56,033-96.1% | $145,884-98.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.5pp |
| Annual return | 12.13% | 3014.28%-3002.1pp | 1711.38%-1699.2pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $582 | $2,624-77.8% | $1,954-70.2% | $6,690-91.3% |
| Admin fee / account holder | $148 | $3,328-95.6% | $2,827-94.8% | $13,392-98.9% |