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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 | $18,583 | $111,535-83.3% | $105,223-82.3% | $137,256-86.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 23.66% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $712 | $3,939-81.9% | $3,689-80.7% | $4,156-82.9% |
| Participant deferral / active EE | $1,625 | $5,500-70.4% | $5,072-68.0% | $6,407-74.6% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |