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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 | $22,086 | $90,691-75.6% | $76,119-71.0% | $145,884-84.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.50% | 624.52%-610.0pp | 361.25%-346.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $222 | $3,329-93.3% | $2,693-91.8% | $4,662-95.2% |
| Participant deferral / active EE | $1,665 | $5,167-67.8% | $4,259-60.9% | $6,690-75.1% |
| Admin fee / account holder | $32 | $8,383-99.6% | $6,421-99.5% | $13,392-99.8% |