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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 | $58,554 | $110,410-47.0% | $102,437-42.8% | $145,897-59.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.37% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $457 | $4,217-89.2% | $3,871-88.2% | $4,663-90.2% |
| Participant deferral / active EE | $1,828 | $5,622-67.5% | $5,060-63.9% | $6,689-72.7% |
| Admin fee / account holder | $8 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |