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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 | $25,826 | $232,540-88.9% | $185,117-86.0% | $147,586-82.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 46.61% | 43.03%+3.6pp | 40.50%+6.1pp | 578.59%-532.0pp |
| Employer contribution / active EE | $140 | $5,195-97.3% | $4,182-96.7% | $4,876-97.1% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $65 | $10,275-99.4% | $8,159-99.2% | $10,886-99.4% |