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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 | $36,759 | $160,070-77.0% | $147,117-75.0% | $145,897-74.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 26.19% | 98.69%-72.5pp | 420.54%-394.4pp | 552.29%-526.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,205 | $8,419-26.3% | $8,065-23.1% | $6,689-7.2% |
| Admin fee / account holder | $117 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |