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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 | $10,010 | $47,479-78.9% | $62,929-84.1% | $82,448-87.9% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 13.25% | 20.34%-7.1pp | 1063.93%-1050.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $220 | $1,885-88.3% | $2,505-91.2% | $2,551-91.4% |
| Participant deferral / active EE | $955 | $2,870-66.7% | $3,888-75.4% | $4,139-76.9% |
| Admin fee / account holder | $142 | $3,804-96.3% | $5,065-97.2% | $7,234-98.0% |