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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 | $19,794 | $160,028-87.6% | $147,080-86.5% | $145,884-86.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 28.41% | 98.60%-70.2pp | 420.17%-391.8pp | 551.85%-523.4pp |
| Employer contribution / active EE | $935 | $5,286-82.3% | $4,933-81.1% | $4,662-80.0% |
| Participant deferral / active EE | $3,678 | $8,422-56.3% | $8,066-54.4% | $6,690-45.0% |
| Admin fee / account holder | $155 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |