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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 | $35,680 | $48,337-26.2% | $67,560-47.2% | $80,959-55.9% |
| Participation rate | 35.8% | 66.4%-30.6pp | 72.9%-37.1pp | 67.7%-31.8pp |
| Annual return | 17.25% | 18.26%-1.0pp | 3533.50%-3516.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $200 | $2,023-90.1% | $2,737-92.7% | $2,757-92.8% |
| Participant deferral / active EE | $1,174 | $2,928-59.9% | $4,004-70.7% | $4,300-72.7% |
| Admin fee / account holder | $180 | $3,695-95.1% | $3,994-95.5% | $6,925-97.4% |