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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 | $20,617 | $106,008-80.6% | $92,240-77.6% | $147,586-86.0% |
| Participation rate | 29.2% | 80.4%-51.2pp | 76.5%-47.3pp | 82.8%-53.7pp |
| Annual return | 23.96% | 50.05%-26.1pp | 176.29%-152.3pp | 578.59%-554.6pp |
| Employer contribution / active EE | $395 | $4,333-90.9% | $3,680-89.3% | $4,876-91.9% |
| Participant deferral / active EE | $1,265 | $4,478-71.8% | $3,897-67.5% | $5,439-76.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |