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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 | $26,125 | $228,395-88.6% | $185,861-85.9% | $158,982-83.6% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 20.66% | 40.82%-20.2pp | 35.96%-15.3pp | 302.99%-282.3pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,016 | $6,417-53.0% | $5,634-46.5% | $5,983-49.6% |
| Admin fee / account holder | $29 | $11,869-99.8% | $9,503-99.7% | $11,252-99.7% |