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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 | $77,121 | $81,476-5.3% | $102,383-24.7% | $80,925-4.7% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.7%+0.6pp |
| Annual return | 17.50% | 25.59%-8.1pp | 24.94%-7.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $66 | $3,105-97.9% | $3,870-98.3% | $2,756-97.6% |
| Participant deferral / active EE | $3,991 | $3,871+3.1% | $5,060-21.1% | $4,299-7.2% |
| Admin fee / account holder | $271 | $6,717-96.0% | $8,391-96.8% | $6,940-96.1% |