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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 | $134,817-81.6% | $123,973-80.0% | $155,188-84.0% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.7%-24.0pp | 80.8%-28.2pp |
| Annual return | 19.68% | 515.49%-495.8pp | 388.13%-368.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $763 | $4,425-82.8% | $4,126-81.5% | $4,248-82.0% |
| Participant deferral / active EE | $2,307 | $5,706-59.6% | $5,247-56.0% | $6,531-64.7% |
| Admin fee / account holder | $33 | $13,245-99.8% | $11,799-99.7% | $14,480-99.8% |