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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 | $85,340 | $100,901-15.4% | $75,501+13.0% | $147,586-42.2% |
| Participation rate | 68.2% | 77.1%-9.0pp | 72.4%-4.2pp | 82.8%-14.6pp |
| Annual return | 16.91% | 35.78%-18.9pp | 27.35%-10.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $165 | $3,253-94.9% | $2,352-93.0% | $4,876-96.6% |
| Participant deferral / active EE | $2,286 | $4,027-43.2% | $3,142-27.3% | $5,439-58.0% |
| Admin fee / account holder | $79 | $11,285-99.3% | $5,801-98.6% | $10,886-99.3% |