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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 | $25,350 | $148,629-82.9% | $135,982-81.4% | $139,487-81.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 33.02% | 79.33%-46.3pp | 68.32%-35.3pp | 373.84%-340.8pp |
| Employer contribution / active EE | $570 | $5,247-89.1% | $4,859-88.3% | $4,755-88.0% |
| Participant deferral / active EE | $2,511 | $8,102-69.0% | $7,760-67.6% | $6,713-62.6% |
| Admin fee / account holder | $129 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |