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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 | $160,028-62.7% | $147,080-59.4% | $145,884-59.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.05% | 98.60%-76.5pp | 420.17%-398.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $857 | $5,286-83.8% | $4,933-82.6% | $4,662-81.6% |
| Participant deferral / active EE | $9,783 | $8,422+16.2% | $8,066+21.3% | $6,690+46.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |