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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 | $10,215 | $51,638-80.2% | $129,406-92.1% | $80,959-87.4% |
| Participation rate | 30.6% | 56.9%-26.3pp | 69.6%-39.0pp | 67.7%-37.0pp |
| Annual return | 19.93% | 20.78%-0.9pp | 9468.18%-9448.2pp | 35.67%-15.7pp |
| Employer contribution / active EE | $10 | $1,584-99.4% | $4,155-99.8% | $2,757-99.6% |
| Participant deferral / active EE | $1,219 | $2,670-54.3% | $4,167-70.7% | $4,300-71.7% |
| Admin fee / account holder | $226 | $4,313-94.8% | $7,689-97.1% | $6,925-96.7% |