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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 | $26,752 | $95,415-72.0% | $185,851-85.6% | $85,851-68.8% |
| Participation rate | 20.0% | 68.8%-48.8pp | 81.7%-61.7pp | 69.3%-49.3pp |
| Annual return | 12.42% | 23.59%-11.2pp | 122.11%-109.7pp | 318.63%-306.2pp |
| Employer contribution / active EE | $272 | $3,314-91.8% | $5,168-94.7% | $2,565-89.4% |
| Participant deferral / active EE | $1,101 | $3,424-67.8% | $5,569-80.2% | $3,952-72.1% |
| Admin fee / account holder | $269 | $7,215-96.3% | $16,245-98.3% | $6,261-95.7% |