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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 | $72,976 | $183,516-60.2% | $155,534-53.1% | $145,884-50.0% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 19.77% | 61.43%-41.7pp | 64.92%-45.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,971 | $6,467-23.1% | $5,630-11.7% | $6,690-25.7% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |