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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 | $183,592-77.3% | $155,574-73.3% | $145,877-71.5% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 14.04% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $858 | $5,317-83.9% | $4,676-81.6% | $4,663-81.6% |
| Participant deferral / active EE | $4,577 | $6,466-29.2% | $5,629-18.7% | $6,691-31.6% |
| Admin fee / account holder | $72 | $19,316-99.6% | $15,914-99.5% | $13,402-99.5% |