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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 | $103,464 | $157,296-34.2% | $141,191-26.7% | $152,897-32.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.41% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $691 | $5,262-86.9% | $4,736-85.4% | $4,764-85.5% |
| Participant deferral / active EE | $3,716 | $7,111-47.7% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $19 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |