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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 | $37,314 | $108,882-65.7% | $96,754-61.4% | $154,746-75.9% |
| Participation rate | 35.7% | 75.1%-39.4pp | 70.3%-34.6pp | 80.7%-45.0pp |
| Annual return | 18.34% | 98.39%-80.0pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $201 | $3,018-93.4% | $2,679-92.5% | $4,379-95.4% |
| Participant deferral / active EE | $1,500 | $5,323-71.8% | $4,758-68.5% | $6,730-77.7% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |