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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 | $30,075 | $112,933-73.4% | $90,970-66.9% | $158,982-81.1% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 43.15% | 215.82%-172.7pp | 134.60%-91.4pp | 302.99%-259.8pp |
| Employer contribution / active EE | $217 | $2,893-92.5% | $2,122-89.8% | $4,763-95.4% |
| Participant deferral / active EE | $3,084 | $4,128-25.3% | $3,373-8.6% | $5,983-48.5% |
| Admin fee / account holder | $74 | $8,047-99.1% | $5,961-98.8% | $11,252-99.3% |