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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 | $64,310 | $45,087+42.6% | $69,483-7.4% | $72,976-11.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 74.6%-54.6pp | 69.5%-49.5pp |
| Annual return | 30.16% | 22.67%+7.5pp | 28.99%+1.2pp | 81.02%-50.9pp |
| Employer contribution / active EE | $302 | $2,055-85.3% | $2,780-89.1% | $2,440-87.6% |
| Participant deferral / active EE | $3,216 | $2,603+23.5% | $3,537-9.1% | $3,608-10.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |