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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 | $44,694 | $183,516-75.6% | $155,534-71.3% | $145,884-69.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.90% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $955 | $5,315-82.0% | $4,675-79.6% | $4,662-79.5% |
| Participant deferral / active EE | $1,910 | $6,467-70.5% | $5,630-66.1% | $6,690-71.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |