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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 | $63,825 | $217,432-70.6% | $185,849-65.7% | $167,536-61.9% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 14.74% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $655 | $5,875-88.9% | $5,169-87.3% | $4,839-86.5% |
| Participant deferral / active EE | $4,345 | $6,357-31.7% | $5,569-22.0% | $6,342-31.5% |
| Admin fee / account holder | $215 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |