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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 | $15,580 | $57,330-72.8% | $86,656-82.0% | $75,177-79.3% |
| Participation rate | 36.1% | 63.2%-27.1pp | 71.7%-35.6pp | 67.2%-31.1pp |
| Annual return | 22.09% | 2675.40%-2653.3pp | 593.09%-571.0pp | 160.75%-138.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,209 | $3,320-63.6% | $4,439-72.8% | $4,126-70.7% |
| Admin fee / account holder | $216 | $4,115-94.8% | $5,619-96.2% | $5,651-96.2% |