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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 | $41,169 | $144,130-71.4% | $117,861-65.1% | $147,586-72.1% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 15.49% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $48 | $4,897-99.0% | $3,786-98.7% | $4,876-99.0% |
| Participant deferral / active EE | $1,777 | $5,316-66.6% | $4,482-60.3% | $5,439-67.3% |
| Admin fee / account holder | $295 | $10,887-97.3% | $8,021-96.3% | $10,886-97.3% |