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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 | $48,562 | $183,516-73.5% | $155,534-68.8% | $145,884-66.7% |
| Participation rate | 26.1% | 82.7%-56.6pp | 78.2%-52.1pp | 80.3%-54.2pp |
| Annual return | 13.30% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,020 | $5,315-80.8% | $4,675-78.2% | $4,662-78.1% |
| Participant deferral / active EE | $3,223 | $6,467-50.2% | $5,630-42.8% | $6,690-51.8% |
| Admin fee / account holder | $135 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |