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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 | $79,901 | $178,174-55.2% | $156,181-48.8% | $137,256-41.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 16.99% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,678 | $6,888-61.1% | $6,132-56.3% | $6,407-58.2% |
| Admin fee / account holder | $60 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |