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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 | $27,147 | $124,330-78.2% | $109,173-75.1% | $167,536-83.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.48% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $536 | $4,209-87.3% | $3,723-85.6% | $4,839-88.9% |
| Participant deferral / active EE | $2,233 | $5,256-57.5% | $4,654-52.0% | $6,342-64.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |