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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 | $60,397 | $157,296-61.6% | $141,191-57.2% | $152,897-60.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 37.15% | 64.34%-27.2pp | 71.41%-34.3pp | 345.43%-308.3pp |
| Employer contribution / active EE | $854 | $5,262-83.8% | $4,736-82.0% | $4,764-82.1% |
| Participant deferral / active EE | $3,800 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $45 | $12,125-99.6% | $10,264-99.6% | $11,599-99.6% |