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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 | $48,290 | $212,777-77.3% | $173,703-72.2% | $198,609-75.7% |
| Participation rate | 33.3% | 81.1%-47.7pp | 75.9%-42.6pp | 82.4%-49.0pp |
| Annual return | 12.07% | 18.82%-6.8pp | 17.46%-5.4pp | 202.70%-190.6pp |
| Employer contribution / active EE | $898 | $5,214-82.8% | $4,288-79.0% | $5,055-82.2% |
| Participant deferral / active EE | $2,246 | $5,697-60.6% | $4,854-53.7% | $6,977-67.8% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |