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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 | $28,529 | $160,070-82.2% | $147,117-80.6% | $145,897-80.4% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 17.72% | 98.69%-81.0pp | 420.54%-402.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $793 | $5,285-85.0% | $4,932-83.9% | $4,663-83.0% |
| Participant deferral / active EE | $3,376 | $8,419-59.9% | $8,065-58.1% | $6,689-49.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |