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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 | $63,049 | $96,965-35.0% | $97,995-35.7% | $147,586-57.3% |
| Participation rate | 63.6% | 83.6%-20.0pp | 82.4%-18.7pp | 82.8%-19.2pp |
| Annual return | 17.16% | 24.11%-7.0pp | 23.94%-6.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $842 | $4,536-81.4% | $4,158-79.8% | $4,876-82.7% |
| Participant deferral / active EE | $2,869 | $5,081-43.5% | $5,097-43.7% | $5,439-47.2% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |