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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 | $41,423 | $162,136-74.5% | $152,301-72.8% | $154,746-73.2% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 12.87% | 91.02%-78.2pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,191 | $8,341-61.7% | $8,004-60.1% | $6,730-52.6% |
| Admin fee / account holder | $139 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |