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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 | $27,763 | $99,079-72.0% | $78,002-64.4% | $273,972-89.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.5%-11.2pp | 83.0%-18.7pp |
| Annual return | 7.29% | 217.93%-210.6pp | 425.99%-418.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $170 | $3,308-94.9% | $2,470-93.1% | $4,869-96.5% |
| Participant deferral / active EE | $1,698 | $4,306-60.6% | $3,497-51.4% | $5,287-67.9% |
| Admin fee / account holder | $136 | $8,954-98.5% | $5,481-97.5% | $10,133-98.7% |