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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 | $176,762 | $227,399-22.3% | $189,758-6.8% | $198,609-11.0% |
| Participation rate | 26.7% | 84.0%-57.3pp | 79.8%-53.1pp | 82.4%-55.7pp |
| Annual return | 15.07% | 61.03%-46.0pp | 52.62%-37.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $187 | $5,526-96.6% | $4,767-96.1% | $5,055-96.3% |
| Participant deferral / active EE | $6,175 | $6,837-9.7% | $5,856+5.4% | $6,977-11.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |