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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 | $23,959 | $63,346-62.2% | $92,240-74.0% | $70,126-65.8% |
| Participation rate | 33.7% | 68.7%-34.9pp | 76.5%-42.8pp | 69.5%-35.8pp |
| Annual return | 22.60% | 530.19%-507.6pp | 176.29%-153.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $160 | $2,471-93.5% | $3,680-95.6% | $2,343-93.2% |
| Participant deferral / active EE | $1,161 | $2,854-59.3% | $3,897-70.2% | $3,332-65.1% |
| Admin fee / account holder | $68 | $3,841-98.2% | $5,194-98.7% | $4,645-98.5% |