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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 | $31,305 | $165,399-81.1% | $149,745-79.1% | $158,982-80.3% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 17.54% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $758 | $5,105-85.1% | $4,646-83.7% | $4,763-84.1% |
| Participant deferral / active EE | $3,721 | $7,183-48.2% | $6,843-45.6% | $5,983-37.8% |
| Admin fee / account holder | $180 | $10,811-98.3% | $9,312-98.1% | $11,252-98.4% |