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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 | $58,648 | $39,028+50.3% | $80,741-27.4% | $85,847-31.7% |
| Participation rate | 22.4% | 41.6%-19.1pp | 54.2%-31.7pp | 69.3%-46.9pp |
| Annual return | 14.81% | 26.31%-11.5pp | 87.30%-72.5pp | 318.61%-303.8pp |
| Employer contribution / active EE | $91 | $722-87.4% | $1,160-92.1% | $2,565-96.4% |
| Participant deferral / active EE | $673 | $1,326-49.3% | $2,145-68.6% | $3,952-83.0% |
| Admin fee / account holder | $271 | $2,429-88.9% | $3,380-92.0% | $6,261-95.7% |