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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 | $174,379-76.5% | $152,093-73.0% | $138,895-70.4% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 11.19% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $491 | $4,652-89.4% | $4,175-88.2% | $4,194-88.3% |
| Participant deferral / active EE | $1,983 | $6,159-67.8% | $5,451-63.6% | $6,396-69.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |