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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 | $162,166 | $165,399-2.0% | $149,745+8.3% | $158,982+2.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.77% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $419 | $5,105-91.8% | $4,646-91.0% | $4,763-91.2% |
| Participant deferral / active EE | $2,625 | $7,183-63.5% | $6,843-61.6% | $5,983-56.1% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |