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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 | $73,623 | $172,111-57.2% | $150,298-51.0% | $137,256-46.4% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 30.76% | 69.37%-38.6pp | 62.79%-32.0pp | 220.34%-189.6pp |
| Employer contribution / active EE | $811 | $4,636-82.5% | $4,154-80.5% | $4,156-80.5% |
| Participant deferral / active EE | $8,167 | $6,166+32.5% | $5,453+49.8% | $6,407+27.5% |
| Admin fee / account holder | $30 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |