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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 | $38,460 | $176,120-78.2% | $159,487-75.9% | $167,553-77.0% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 20.14% | 331.95%-311.8pp | 263.71%-243.6pp | 478.89%-458.8pp |
| Employer contribution / active EE | $675 | $5,299-87.3% | $4,831-86.0% | $4,840-86.1% |
| Participant deferral / active EE | $4,162 | $7,752-46.3% | $7,354-43.4% | $6,343-34.4% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |