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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 | $61,142 | $175,257-65.1% | $149,717-59.2% | $139,456-56.2% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 21.12% | 166.70%-145.6pp | 134.41%-113.3pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,736 | $6,521-58.0% | $5,682-51.8% | $6,711-59.2% |
| Admin fee / account holder | $95 | $16,156-99.4% | $13,213-99.3% | $11,407-99.2% |