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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 | $26,075 | $176,077-85.2% | $159,455-83.6% | $167,518-84.4% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 253.14% | 331.83%-78.7pp | 263.63%-10.5pp | 478.71%-225.6pp |
| Employer contribution / active EE | $376 | $5,298-92.9% | $4,830-92.2% | $4,838-92.2% |
| Participant deferral / active EE | $3,790 | $7,751-51.1% | $7,353-48.5% | $6,342-40.2% |
| Admin fee / account holder | $61 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |