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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 | $35,202 | $68,097-48.3% | $62,929-44.1% | $137,256-74.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 18.20% | 1859.11%-1840.9pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $22 | $2,811-99.2% | $2,505-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $3,493 | $4,553-23.3% | $3,888-10.2% | $6,407-45.5% |
| Admin fee / account holder | $188 | $6,521-97.1% | $5,065-96.3% | $12,270-98.5% |