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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 | $22,167 | $90,530-75.5% | $76,030-70.8% | $145,897-84.8% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 22.56% | 625.08%-602.5pp | 361.54%-339.0pp | 552.29%-529.7pp |
| Employer contribution / active EE | $477 | $3,319-85.6% | $2,688-82.2% | $4,663-89.8% |
| Participant deferral / active EE | $1,110 | $5,164-78.5% | $4,257-73.9% | $6,689-83.4% |
| Admin fee / account holder | $137 | $8,383-98.4% | $6,421-97.9% | $13,390-99.0% |