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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 | $26,405 | $98,240-73.1% | $82,312-67.9% | $147,586-82.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 26.09% | 30.85%-4.8pp | 25.88%+0.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $232 | $3,192-92.7% | $2,428-90.4% | $4,876-95.2% |
| Participant deferral / active EE | $4,640 | $4,383+5.9% | $3,706+25.2% | $5,439-14.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |