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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 | $46,924 | $56,431-16.8% | $130,788-64.1% | $87,485-46.4% |
| Participation rate | 23.1% | 58.9%-35.9pp | 70.1%-47.0pp | 68.9%-45.9pp |
| Annual return | 19.98% | 91.27%-71.3pp | 386.44%-366.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $178 | $1,549-88.5% | $3,558-95.0% | $2,596-93.1% |
| Participant deferral / active EE | $1,139 | $2,749-58.6% | $4,137-72.5% | $4,274-73.4% |
| Admin fee / account holder | $251 | $4,433-94.3% | $6,673-96.2% | $7,775-96.8% |