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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 | $36,529 | $126,661-71.2% | $113,397-67.8% | $138,895-73.7% |
| Participation rate | 26.7% | 79.4%-52.8pp | 76.5%-49.8pp | 79.9%-53.3pp |
| Annual return | 21.16% | 25.05%-3.9pp | 23.20%-2.0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $546 | $3,456-84.2% | $2,977-81.7% | $4,194-87.0% |
| Participant deferral / active EE | $2,247 | $5,693-60.5% | $5,076-55.7% | $6,396-64.9% |
| Admin fee / account holder | $31 | $14,549-99.8% | $11,957-99.7% | $12,562-99.8% |