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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 | $128,533 | $213,785-39.9% | $185,441-30.7% | $155,188-17.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 10.12% | 19.97%-9.8pp | 20.16%-10.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $821 | $5,393-84.8% | $4,672-82.4% | $4,248-80.7% |
| Participant deferral / active EE | $3,283 | $6,864-52.2% | $6,152-46.6% | $6,531-49.7% |
| Admin fee / account holder | $13 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |