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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 | $27,007 | $106,008-74.5% | $92,240-70.7% | $147,586-81.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $562 | $4,333-87.0% | $3,680-84.7% | $4,876-88.5% |
| Participant deferral / active EE | $2,917 | $4,478-34.9% | $3,897-25.1% | $5,439-46.4% |
| Admin fee / account holder | $129 | $6,333-98.0% | $5,194-97.5% | $10,886-98.8% |