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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 | $90,489-75.6% | $76,051-71.0% | $145,978-84.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.50% | 622.78%-608.3pp | 360.42%-345.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $222 | $3,319-93.3% | $2,690-91.7% | $4,662-95.2% |
| Participant deferral / active EE | $1,665 | $5,164-67.8% | $4,257-60.9% | $6,690-75.1% |
| Admin fee / account holder | $32 | $8,374-99.6% | $6,416-99.5% | $13,400-99.8% |