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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 | $16,030 | $106,247-84.9% | $96,515-83.4% | $139,466-88.5% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 30.72% | 38.47%-7.7pp | 35.73%-5.0pp | 373.66%-342.9pp |
| Employer contribution / active EE | $654 | $4,106-84.1% | $3,740-82.5% | $4,754-86.2% |
| Participant deferral / active EE | $1,925 | $5,456-64.7% | $4,880-60.6% | $6,712-71.3% |
| Admin fee / account holder | $6 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |