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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 | $82,026 | $199,109-58.8% | $173,730-52.8% | $154,746-47.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 23.94% | 20.02%+3.9pp | 19.96%+4.0pp | 172.34%-148.4pp |
| Employer contribution / active EE | $412 | $5,311-92.2% | $4,577-91.0% | $4,379-90.6% |
| Participant deferral / active EE | $2,897 | $7,113-59.3% | $6,326-54.2% | $6,730-57.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |