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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 | $23,020 | $70,366-67.3% | $66,674-65.5% | $138,895-83.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.18% | 386.41%-371.2pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $364 | $2,765-86.8% | $2,620-86.1% | $4,194-91.3% |
| Participant deferral / active EE | $1,107 | $4,374-74.7% | $4,084-72.9% | $6,396-82.7% |
| Admin fee / account holder | $190 | $5,262-96.4% | $5,098-96.3% | $12,562-98.5% |