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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 | $127,060 | $212,386-40.2% | $199,883-36.4% | $138,895-8.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 16.38% | 47.75%-31.4pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,135 | $6,625-82.9% | $6,261-81.9% | $4,194-72.9% |
| Participant deferral / active EE | $4,243 | $9,617-55.9% | $9,138-53.6% | $6,396-33.7% |
| Admin fee / account holder | $33 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |