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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 | $57,098 | $157,829-63.8% | $136,867-58.3% | $198,609-71.3% |
| Participation rate | 16.7% | 77.2%-60.5pp | 74.5%-57.9pp | 82.4%-65.7pp |
| Annual return | 28.82% | 51.25%-22.4pp | 42.97%-14.2pp | 202.70%-173.9pp |
| Employer contribution / active EE | $741 | $3,923-81.1% | $3,547-79.1% | $5,055-85.3% |
| Participant deferral / active EE | $3,673 | $5,463-32.8% | $4,924-25.4% | $6,977-47.3% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |