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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 | $13,503 | $48,337-72.1% | $67,560-80.0% | $80,959-83.3% |
| Participation rate | 16.0% | 66.4%-50.4pp | 72.9%-56.9pp | 67.7%-51.7pp |
| Annual return | 13.24% | 18.26%-5.0pp | 3533.50%-3520.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $362 | $2,023-82.1% | $2,737-86.8% | $2,757-86.9% |
| Participant deferral / active EE | $825 | $2,928-71.8% | $4,004-79.4% | $4,300-80.8% |
| Admin fee / account holder | $17 | $3,695-99.6% | $3,994-99.6% | $6,925-99.8% |