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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 | $48,851 | $165,399-70.5% | $149,745-67.4% | $158,982-69.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.39% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $674 | $5,105-86.8% | $4,646-85.5% | $4,763-85.8% |
| Participant deferral / active EE | $2,475 | $7,183-65.5% | $6,843-63.8% | $5,983-58.6% |
| Admin fee / account holder | $94 | $10,811-99.1% | $9,312-99.0% | $11,252-99.2% |