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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 | $62,101 | $114,119-45.6% | $107,187-42.1% | $138,895-55.3% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.0%-40.2pp | 79.9%-45.1pp |
| Annual return | 15.23% | 273.21%-258.0pp | 204.55%-189.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $410 | $4,059-89.9% | $3,782-89.2% | $4,194-90.2% |
| Participant deferral / active EE | $2,320 | $5,538-58.1% | $5,096-54.5% | $6,396-63.7% |
| Admin fee / account holder | $28 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |