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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 | $30,625 | $106,008-71.1% | $92,240-66.8% | $147,586-79.2% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 16.40% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $600 | $4,333-86.1% | $3,680-83.7% | $4,876-87.7% |
| Participant deferral / active EE | $1,593 | $4,478-64.4% | $3,897-59.1% | $5,439-70.7% |
| Admin fee / account holder | $26 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |