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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 | $33,968 | $63,346-46.4% | $92,240-63.2% | $70,126-51.6% |
| Participation rate | 8.5% | 68.7%-60.2pp | 76.5%-68.0pp | 69.5%-61.0pp |
| Annual return | 32.33% | 530.19%-497.9pp | 176.29%-144.0pp | 73.15%-40.8pp |
| Employer contribution / active EE | $218 | $2,471-91.2% | $3,680-94.1% | $2,343-90.7% |
| Participant deferral / active EE | $1,191 | $2,854-58.2% | $3,897-69.4% | $3,332-64.2% |
| Admin fee / account holder | $255 | $3,841-93.4% | $5,194-95.1% | $4,645-94.5% |