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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 | $44,631 | $197,625-77.4% | $177,840-74.9% | $158,966-71.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 14.95% | 58.76%-43.8pp | 48.32%-33.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,327 | $6,698-80.2% | $5,919-77.6% | $4,762-72.1% |
| Participant deferral / active EE | $9,730 | $8,405+15.8% | $7,714+26.1% | $5,983+62.6% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |