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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 | $23,185 | $58,726-60.5% | $92,240-74.9% | $62,293-62.8% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.5%-17.2pp | 69.5%-10.2pp |
| Annual return | 19.88% | 43.62%-23.7pp | 176.29%-156.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $447 | $2,392-81.3% | $3,680-87.8% | $2,042-78.1% |
| Participant deferral / active EE | $1,649 | $2,766-40.4% | $3,897-57.7% | $3,169-48.0% |
| Admin fee / account holder | $209 | $556-62.4% | $5,194-96.0% | $479-56.4% |