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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 | $39,575 | $177,156-77.7% | $147,027-73.1% | $154,746-74.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 14.44% | 21.94%-7.5pp | 20.23%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $240 | $4,336-94.5% | $3,626-93.4% | $4,379-94.5% |
| Participant deferral / active EE | $2,201 | $5,797-62.0% | $4,933-55.4% | $6,730-67.3% |
| Admin fee / account holder | $299 | $14,904-98.0% | $12,223-97.6% | $14,365-97.9% |