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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 | $44,190 | $107,368-58.8% | $92,915-52.4% | $152,909-71.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 23.88% | 145.64%-121.8pp | 109.45%-85.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $9 | $4,222-99.8% | $3,653-99.7% | $4,764-99.8% |
| Participant deferral / active EE | $10,927 | $4,848+125.4% | $4,238+157.8% | $5,851+86.7% |
| Admin fee / account holder | $165 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |