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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 | $92,282 | $99,652-7.4% | $78,778+17.1% | $147,585-37.5% |
| Participation rate | 41.2% | 76.2%-35.1pp | 69.2%-28.0pp | 82.8%-41.7pp |
| Annual return | 20.45% | 47.28%-26.8pp | 35.62%-15.2pp | 578.58%-558.1pp |
| Employer contribution / active EE | $168 | $2,796-94.0% | $1,986-91.5% | $4,876-96.5% |
| Participant deferral / active EE | $1,072 | $3,664-70.7% | $2,958-63.8% | $5,439-80.3% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |