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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 | $15,016 | $109,372-86.3% | $89,414-83.2% | $158,966-90.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 64.85% | 345.55%-280.7pp | 245.50%-180.7pp | 302.95%-238.1pp |
| Employer contribution / active EE | $109 | $3,171-96.6% | $2,586-95.8% | $4,762-97.7% |
| Participant deferral / active EE | $2,136 | $4,598-53.5% | $3,890-45.1% | $5,983-64.3% |
| Admin fee / account holder | $82 | $6,156-98.7% | $4,883-98.3% | $11,250-99.3% |