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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 | $3,789 | $29,670-87.2% | $56,054-93.2% | $80,911-95.3% |
| Participation rate | 26.1% | 41.7%-15.6pp | 52.5%-26.4pp | 67.6%-41.6pp |
| Annual return | 13.97% | 35.24%-21.3pp | 1705.95%-1692.0pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $1,227-64.5% | $1,952-77.7% | $4,297-89.9% |
| Admin fee / account holder | $269 | $2,431-88.9% | $2,822-90.5% | $6,935-96.1% |