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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 | $29,210 | $58,292-49.9% | $86,640-66.3% | $71,511-59.2% |
| Participation rate | 21.3% | 65.0%-43.8pp | 71.7%-50.5pp | 67.9%-46.7pp |
| Annual return | 17.96% | 21.63%-3.7pp | 592.52%-574.6pp | 28.86%-10.9pp |
| Employer contribution / active EE | $298 | $2,574-88.4% | $3,024-90.1% | $2,589-88.5% |
| Participant deferral / active EE | $1,068 | $3,438-68.9% | $4,438-75.9% | $4,291-75.1% |
| Admin fee / account holder | $227 | $1,057-78.5% | $5,616-96.0% | $1,588-85.7% |