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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 | $25,374 | $156,398-83.8% | $147,318-82.8% | $138,895-81.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $768 | $4,853-84.2% | $4,593-83.3% | $4,194-81.7% |
| Participant deferral / active EE | $11,750 | $8,237+42.6% | $7,906+48.6% | $6,396+83.7% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |