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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 | $49,625 | $165,399-70.0% | $149,745-66.9% | $158,982-68.8% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 22.56% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.4pp |
| Employer contribution / active EE | $420 | $5,105-91.8% | $4,646-91.0% | $4,763-91.2% |
| Participant deferral / active EE | $3,900 | $7,183-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |