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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 | $160,028-13.7% | $147,080-6.1% | $145,884-5.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.62% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $594 | $5,286-88.8% | $4,933-88.0% | $4,662-87.3% |
| Participant deferral / active EE | $3,843 | $8,422-54.4% | $8,066-52.4% | $6,690-42.6% |
| Admin fee / account holder | $69 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |