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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 | $106,795 | $183,592-41.8% | $155,574-31.4% | $145,877-26.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 19.79% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $740 | $5,317-86.1% | $4,676-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $3,873 | $6,466-40.1% | $5,629-31.2% | $6,691-42.1% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |