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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 | $27,886 | $111,787-75.1% | $93,681-70.2% | $145,978-80.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 20.10% | 203.52%-183.4pp | 133.47%-113.4pp | 550.52%-530.4pp |
| Employer contribution / active EE | $440 | $3,093-85.8% | $2,422-81.8% | $4,662-90.6% |
| Participant deferral / active EE | $3,863 | $4,918-21.4% | $4,415-12.5% | $6,690-42.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |