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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 | $26,998 | $64,719-58.3% | $112,249-75.9% | $68,486-60.6% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | 101.77% | -11.40%+113.2pp | 27.48%+74.3pp | -7.85%+109.6pp |
| Employer contribution / active EE | $582 | $2,747-78.8% | $3,636-84.0% | $2,597-77.6% |
| Participant deferral / active EE | $1,814 | $3,565-49.1% | $4,729-61.6% | $4,028-55.0% |
| Admin fee / account holder | $136 | $5,232-97.4% | $6,412-97.9% | $5,404-97.5% |