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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 | $31,927 | $78,682-59.4% | $109,188-70.8% | $85,851-62.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 21.04% | 25.09%-4.1pp | 25.76%-4.7pp | 318.63%-297.6pp |
| Employer contribution / active EE | $567 | $2,734-79.3% | $3,723-84.8% | $2,565-77.9% |
| Participant deferral / active EE | $2,059 | $3,468-40.6% | $4,654-55.8% | $3,952-47.9% |
| Admin fee / account holder | $148 | $5,470-97.3% | $6,755-97.8% | $6,261-97.6% |