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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 | $64,519 | $69,248-6.8% | $64,101+0.7% | $139,466-53.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 16.62% | 45.95%-29.3pp | 33.72%-17.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $371 | $3,185-88.4% | $2,749-86.5% | $4,754-92.2% |
| Participant deferral / active EE | $2,034 | $4,682-56.6% | $3,881-47.6% | $6,712-69.7% |
| Admin fee / account holder | $257 | $4,247-94.0% | $3,070-91.6% | $11,409-97.7% |