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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 | $53,063-11.6% | $124,206-62.2% | $82,637-43.2% |
| Participation rate | 23.1% | 58.4%-35.3pp | 69.6%-46.5pp | 68.1%-45.0pp |
| Annual return | 19.98% | 68.87%-48.9pp | 515.27%-495.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $178 | $1,530-88.3% | $3,540-95.0% | $2,552-93.0% |
| Participant deferral / active EE | $1,139 | $2,644-56.9% | $3,968-71.3% | $4,126-72.4% |
| Admin fee / account holder | $251 | $4,281-94.1% | $5,929-95.8% | $7,339-96.6% |