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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 | $134,817-84.8% | $123,973-83.5% | $155,188-86.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 15.43% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $306 | $4,425-93.1% | $4,126-92.6% | $4,248-92.8% |
| Participant deferral / active EE | $1,959 | $5,706-65.7% | $5,247-62.7% | $6,531-70.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |