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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 | $18,506 | $100,125-81.5% | $81,482-77.3% | $145,978-87.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 13.10% | 34.44%-21.3pp | 24.79%-11.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $974 | $4,609-78.9% | $3,885-74.9% | $6,690-85.4% |
| Admin fee / account holder | $131 | $8,198-98.4% | $5,761-97.7% | $13,400-99.0% |