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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 | $34,339 | $209,425-83.6% | $178,499-80.8% | $158,966-78.4% |
| Participation rate | 56.5% | 86.4%-29.8pp | 81.9%-25.4pp | 82.0%-25.4pp |
| Annual return | 17.47% | 188.80%-171.3pp | 151.10%-133.6pp | 302.95%-285.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,200 | $5,955-29.5% | $5,202-19.3% | $5,983-29.8% |
| Admin fee / account holder | $148 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |