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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 | $28,171 | $217,432-87.0% | $185,849-84.8% | $167,536-83.2% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 18.65% | 148.42%-129.8pp | 122.10%-103.4pp | 478.82%-460.2pp |
| Employer contribution / active EE | $801 | $5,875-86.4% | $5,169-84.5% | $4,839-83.5% |
| Participant deferral / active EE | $3,380 | $6,357-46.8% | $5,569-39.3% | $6,342-46.7% |
| Admin fee / account holder | $242 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |