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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 | $23,986 | $350,654-93.2% | $161,489-85.1% | - |
| Participation rate | 23.2% | 49.8%-26.6pp | 78.7%-55.5pp | - |
| Annual return | 23.09% | 7.72%+15.4pp | 89.72%-66.6pp | - |
| Employer contribution / active EE | $552 | $954-42.1% | $4,268-87.1% | - |
| Participant deferral / active EE | $1,474 | $1,899-22.3% | $5,630-73.8% | - |
| Admin fee / account holder | $251 | $106,898-99.8% | $16,006-98.4% | - |