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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 | $24,840 | $114,119-78.2% | $107,187-76.8% | $138,895-82.1% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.0%-22.4pp | 79.9%-27.3pp |
| Annual return | 19.68% | 273.21%-253.5pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $763 | $4,059-81.2% | $3,782-79.8% | $4,194-81.8% |
| Participant deferral / active EE | $2,307 | $5,538-58.3% | $5,096-54.7% | $6,396-63.9% |
| Admin fee / account holder | $33 | $10,024-99.7% | $9,162-99.6% | $12,562-99.7% |