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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 | $102,707 | $106,918-3.9% | $84,021+22.2% | $152,897-32.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 10.37% | 105.01%-94.6pp | 71.32%-61.0pp | 345.43%-335.1pp |
| Employer contribution / active EE | $328 | $2,735-88.0% | $1,984-83.4% | $4,764-93.1% |
| Participant deferral / active EE | $2,155 | $4,012-46.3% | $3,239-33.5% | $5,851-63.2% |
| Admin fee / account holder | $4 | $8,288-99.9% | $6,102-99.9% | $11,599-100.0% |