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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 | $96,123-63.4% | $77,361-54.5% | $198,609-82.3% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 18.20% | 2054.81%-2036.6pp | 1011.54%-993.3pp | 202.70%-184.5pp |
| Employer contribution / active EE | $22 | $3,791-99.4% | $2,990-99.3% | $5,055-99.6% |
| Participant deferral / active EE | $3,493 | $4,975-29.8% | $3,911-10.7% | $6,977-49.9% |
| Admin fee / account holder | $188 | $9,471-98.0% | $5,894-96.8% | $19,030-99.0% |