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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 | $16,382 | $106,008-84.5% | $92,240-82.2% | $147,586-88.9% |
| Participation rate | 27.8% | 80.4%-52.6pp | 76.5%-48.7pp | 82.8%-55.1pp |
| Annual return | 30.66% | 50.05%-19.4pp | 176.29%-145.6pp | 578.59%-547.9pp |
| Employer contribution / active EE | $559 | $4,333-87.1% | $3,680-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $1,852 | $4,478-58.6% | $3,897-52.5% | $5,439-65.9% |
| Admin fee / account holder | $110 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |