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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 | $38,874 | $183,539-78.8% | $155,556-75.0% | $145,897-73.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.77% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $790 | $5,315-85.1% | $4,675-83.1% | $4,663-83.1% |
| Participant deferral / active EE | $6,478 | $6,467+0.2% | $5,631+15.0% | $6,689-3.2% |
| Admin fee / account holder | $242 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |