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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 | $41,061 | $185,312-77.8% | $161,489-74.6% | $154,746-73.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 11.19% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $491 | $4,769-89.7% | $4,268-88.5% | $4,379-88.8% |
| Participant deferral / active EE | $1,983 | $6,350-68.8% | $5,630-64.8% | $6,730-70.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |