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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 | $138,089 | $159,978-13.7% | $147,041-6.1% | $145,978-5.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.62% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $594 | $5,288-88.8% | $4,935-88.0% | $4,662-87.2% |
| Participant deferral / active EE | $3,843 | $8,429-54.4% | $8,071-52.4% | $6,690-42.6% |
| Admin fee / account holder | $69 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |