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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 | $50,084 | $184,014-72.8% | $161,149-68.9% | $138,895-63.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 23.20% | 21.52%+1.7pp | 21.16%+2.0pp | 145.39%-122.2pp |
| Employer contribution / active EE | $913 | $5,055-81.9% | $4,360-79.1% | $4,194-78.2% |
| Participant deferral / active EE | $7,546 | $6,909+9.2% | $6,153+22.6% | $6,396+18.0% |
| Admin fee / account holder | $8 | $18,027-100.0% | $15,194-99.9% | $12,562-99.9% |