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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 | $64,863 | $165,361-60.8% | $149,715-56.7% | $158,950-59.2% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 28.12% | 348.24%-320.1pp | 276.66%-248.5pp | 302.91%-274.8pp |
| Employer contribution / active EE | $790 | $5,103-84.5% | $4,645-83.0% | $4,762-83.4% |
| Participant deferral / active EE | $3,696 | $7,182-48.5% | $6,842-46.0% | $5,983-38.2% |
| Admin fee / account holder | $203 | $10,808-98.1% | $9,310-97.8% | $11,248-98.2% |