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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 | $37,011 | $162,136-77.2% | $152,301-75.7% | $154,746-76.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 22.26% | 91.02%-68.8pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $887 | $4,890-81.9% | $4,624-80.8% | $4,379-79.8% |
| Participant deferral / active EE | $3,440 | $8,341-58.8% | $8,004-57.0% | $6,730-48.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |