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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 | $51,719 | $144,130-64.1% | $117,861-56.1% | $147,586-65.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 11.63% | 531.20%-519.6pp | 335.11%-323.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $765 | $4,897-84.4% | $3,786-79.8% | $4,876-84.3% |
| Participant deferral / active EE | $1,562 | $5,316-70.6% | $4,482-65.1% | $5,439-71.3% |
| Admin fee / account holder | $26 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |