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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 | $20,429 | $114,119-82.1% | $107,187-80.9% | $138,895-85.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 15.43% | 273.21%-257.8pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $306 | $4,059-92.5% | $3,782-91.9% | $4,194-92.7% |
| Participant deferral / active EE | $1,959 | $5,538-64.6% | $5,096-61.6% | $6,396-69.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |