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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 | $59,726 | $159,934-62.7% | $147,005-59.4% | $145,959-59.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.05% | 98.24%-76.2pp | 418.76%-396.7pp | 561.95%-539.9pp |
| Employer contribution / active EE | $857 | $5,287-83.8% | $4,934-82.6% | $4,661-81.6% |
| Participant deferral / active EE | $9,783 | $8,427+16.1% | $8,070+21.2% | $6,689+46.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |