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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 | $72,071-68.1% | $68,368-66.3% | $137,256-83.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.18% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $364 | $2,788-86.9% | $2,649-86.3% | $4,156-91.2% |
| Participant deferral / active EE | $1,107 | $4,410-74.9% | $4,123-73.1% | $6,407-82.7% |
| Admin fee / account holder | $190 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |