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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 | $8,781 | $72,465-87.9% | $67,575-87.0% | $145,884-94.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.85% | 7222.56%-7210.7pp | 3528.98%-3517.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $300 | $3,074-90.2% | $2,736-89.0% | $4,662-93.6% |
| Participant deferral / active EE | $1,266 | $4,786-73.6% | $4,003-68.4% | $6,690-81.1% |
| Admin fee / account holder | $168 | $5,515-97.0% | $3,993-95.8% | $13,392-98.7% |