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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 | $17,354 | $148,629-88.3% | $135,982-87.2% | $139,487-87.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $619 | $5,247-88.2% | $4,859-87.3% | $4,755-87.0% |
| Participant deferral / active EE | $10,531 | $8,102+30.0% | $7,760+35.7% | $6,713+56.9% |
| Admin fee / account holder | $1 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |