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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 | $35,737 | $144,130-75.2% | $117,861-69.7% | $147,586-75.8% |
| Participation rate | 18.8% | 83.4%-64.7pp | 79.7%-60.9pp | 82.8%-64.1pp |
| Annual return | 25.85% | 531.20%-505.3pp | 335.11%-309.3pp | 578.59%-552.7pp |
| Employer contribution / active EE | $234 | $4,897-95.2% | $3,786-93.8% | $4,876-95.2% |
| Participant deferral / active EE | $1,749 | $5,316-67.1% | $4,482-61.0% | $5,439-67.8% |
| Admin fee / account holder | $99 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |