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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 | $23,728 | $178,174-86.7% | $156,181-84.8% | $137,256-82.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 26.58% | 84.19%-57.6pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,718 | $6,888-31.5% | $6,132-23.1% | $6,407-26.4% |
| Admin fee / account holder | $59 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |