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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 | $15,729 | $114,119-86.2% | $107,187-85.3% | $138,895-88.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 19.78% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $829 | $4,059-79.6% | $3,782-78.1% | $4,194-80.2% |
| Participant deferral / active EE | $2,377 | $5,538-57.1% | $5,096-53.3% | $6,396-62.8% |
| Admin fee / account holder | $51 | $10,024-99.5% | $9,162-99.4% | $12,562-99.6% |