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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 | $184,014-30.2% | $161,149-20.2% | $138,895-7.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 10.12% | 21.52%-11.4pp | 21.16%-11.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $821 | $5,055-83.8% | $4,360-81.2% | $4,194-80.4% |
| Participant deferral / active EE | $3,283 | $6,909-52.5% | $6,153-46.7% | $6,396-48.7% |
| Admin fee / account holder | $13 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |