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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 | $60,983 | $126,519-51.8% | $106,201-42.6% | $145,959-58.2% |
| Participation rate | 35.7% | 77.7%-41.9pp | 75.3%-39.6pp | 80.3%-44.6pp |
| Annual return | 10.29% | 225.10%-214.8pp | 116.26%-106.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $258 | $3,726-93.1% | $3,170-91.9% | $4,661-94.5% |
| Participant deferral / active EE | $2,422 | $5,716-57.6% | $5,012-51.7% | $6,689-63.8% |
| Admin fee / account holder | $68 | $17,312-99.6% | $11,039-99.4% | $13,398-99.5% |