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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 | $47,277 | $202,342-76.6% | $172,753-72.6% | $152,909-69.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.27% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,026 | $5,857-82.5% | $5,144-80.0% | $4,764-78.5% |
| Participant deferral / active EE | $4,873 | $5,948-18.1% | $5,198-6.2% | $5,851-16.7% |
| Admin fee / account holder | $230 | $17,112-98.7% | $13,956-98.4% | $11,601-98.0% |