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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 | $38,653 | $162,136-76.2% | $152,301-74.6% | $154,746-75.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 22.24% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $184 | $4,890-96.2% | $4,624-96.0% | $4,379-95.8% |
| Participant deferral / active EE | $4,588 | $8,341-45.0% | $8,004-42.7% | $6,730-31.8% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |