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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 | $34,822 | $202,342-82.8% | $172,752-79.8% | $152,897-77.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 15.89% | 1029.83%-1013.9pp | 802.97%-787.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,096 | $5,858-81.3% | $5,144-78.7% | $4,764-77.0% |
| Participant deferral / active EE | $2,433 | $5,948-59.1% | $5,198-53.2% | $5,851-58.4% |
| Admin fee / account holder | $82 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |