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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 | $36,677 | $111,535-67.1% | $105,223-65.1% | $137,256-73.3% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 80.0%-56.2pp |
| Annual return | 19.08% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $455 | $3,939-88.4% | $3,689-87.7% | $4,156-89.0% |
| Participant deferral / active EE | $1,561 | $5,500-71.6% | $5,072-69.2% | $6,407-75.6% |
| Admin fee / account holder | $33 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |