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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 | $41,588 | $183,516-77.3% | $155,534-73.3% | $145,884-71.5% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $858 | $5,315-83.9% | $4,675-81.6% | $4,662-81.6% |
| Participant deferral / active EE | $4,577 | $6,467-29.2% | $5,630-18.7% | $6,690-31.6% |
| Admin fee / account holder | $72 | $19,293-99.6% | $15,900-99.5% | $13,392-99.5% |