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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 | $21,321 | $88,702-76.0% | $81,780-73.9% | $145,978-85.4% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 17.31% | 1029.12%-1011.8pp | 776.27%-759.0pp | 550.52%-533.2pp |
| Employer contribution / active EE | $27 | $3,084-99.1% | $2,914-99.1% | $4,662-99.4% |
| Participant deferral / active EE | $2,695 | $4,645-42.0% | $4,321-37.6% | $6,690-59.7% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |