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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 | $99,937 | $154,228-35.2% | $145,433-31.3% | $137,256-27.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $552 | $4,804-88.5% | $4,554-87.9% | $4,156-86.7% |
| Participant deferral / active EE | $8,832 | $8,216+7.5% | $7,897+11.8% | $6,407+37.9% |
| Admin fee / account holder | $133 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |