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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 | $55,877 | $172,111-67.5% | $150,298-62.8% | $137,256-59.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 19.25% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $614 | $4,636-86.8% | $4,154-85.2% | $4,156-85.2% |
| Participant deferral / active EE | $4,321 | $6,166-29.9% | $5,453-20.7% | $6,407-32.5% |
| Admin fee / account holder | $75 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |