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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 | $23,603 | $157,296-85.0% | $141,191-83.3% | $152,897-84.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $739 | $5,262-86.0% | $4,736-84.4% | $4,764-84.5% |
| Participant deferral / active EE | $3,006 | $7,111-57.7% | $6,710-55.2% | $5,851-48.6% |
| Admin fee / account holder | $218 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |