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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 | $50,244 | $174,379-71.2% | $152,093-67.0% | $138,895-63.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 17.11% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $547 | $4,652-88.2% | $4,175-86.9% | $4,194-87.0% |
| Participant deferral / active EE | $1,729 | $6,159-71.9% | $5,451-68.3% | $6,396-73.0% |
| Admin fee / account holder | $84 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |