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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 | $19,536 | $85,024-77.0% | $70,544-72.3% | $139,466-86.0% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.4%-58.4pp | 80.3%-70.3pp |
| Annual return | 47.25% | 30.39%+16.9pp | 32.79%+14.5pp | 373.66%-326.4pp |
| Employer contribution / active EE | $65 | $3,912-98.3% | $2,976-97.8% | $4,754-98.6% |
| Participant deferral / active EE | $1,392 | $5,891-76.4% | $4,568-69.5% | $6,712-79.3% |
| Admin fee / account holder | $152 | $8,928-98.3% | $6,427-97.6% | $11,409-98.7% |