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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 | $36,466 | $96,388-62.2% | $80,627-54.8% | $139,466-73.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 20.69% | 1352.08%-1331.4pp | 936.76%-916.1pp | 373.66%-353.0pp |
| Employer contribution / active EE | $381 | $3,260-88.3% | $2,723-86.0% | $4,754-92.0% |
| Participant deferral / active EE | $7,767 | $5,224+48.7% | $4,443+74.8% | $6,712+15.7% |
| Admin fee / account holder | $112 | $6,603-98.3% | $5,381-97.9% | $11,409-99.0% |