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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 | $24,777 | $156,970-84.2% | $121,210-79.6% | $139,487-82.2% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.5%-31.1pp | 80.3%-41.9pp |
| Annual return | 15.59% | 1477.10%-1461.5pp | 987.41%-971.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $141 | $5,546-97.5% | $4,171-96.6% | $4,755-97.0% |
| Participant deferral / active EE | $1,331 | $4,849-72.6% | $4,084-67.4% | $6,713-80.2% |
| Admin fee / account holder | $136 | $6,947-98.0% | $5,647-97.6% | $11,407-98.8% |