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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 | $16,603 | $73,518-77.4% | $63,003-73.6% | $147,585-88.7% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.8%-45.6pp | 82.8%-53.7pp |
| Annual return | 13.91% | 175.46%-161.6pp | 87.59%-73.7pp | 578.57%-564.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,727 | $4,183-58.7% | $3,329-48.1% | $5,439-68.2% |
| Admin fee / account holder | $39 | $5,952-99.3% | $3,600-98.9% | $10,885-99.6% |