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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 | $10,086 | $99,053-89.8% | $88,179-88.6% | $138,895-92.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 21.82% | 78.17%-56.3pp | 64.97%-43.2pp | 145.39%-123.6pp |
| Employer contribution / active EE | $319 | $2,882-88.9% | $2,549-87.5% | $4,194-92.4% |
| Participant deferral / active EE | $2,549 | $5,225-51.2% | $4,614-44.7% | $6,396-60.1% |
| Admin fee / account holder | $33 | $8,748-99.6% | $7,673-99.6% | $12,562-99.7% |