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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 | $60,745 | $174,379-65.2% | $152,093-60.1% | $138,895-56.3% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 30.18% | 74.86%-44.7pp | 66.36%-36.2pp | 145.39%-115.2pp |
| Employer contribution / active EE | $600 | $4,652-87.1% | $4,175-85.6% | $4,194-85.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |