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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 | $28,132 | $111,535-74.8% | $105,223-73.3% | $137,256-79.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 27.10% | 237.85%-210.8pp | 180.65%-153.5pp | 220.34%-193.2pp |
| Employer contribution / active EE | $699 | $3,939-82.3% | $3,689-81.0% | $4,156-83.2% |
| Participant deferral / active EE | $7,068 | $5,500+28.5% | $5,072+39.4% | $6,407+10.3% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |