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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 | $41,087 | $185,312-77.8% | $161,489-74.6% | $154,746-73.4% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 20.00% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,244 | $6,350-64.7% | $5,630-60.1% | $6,730-66.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |