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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 | $49,452 | $157,276-68.6% | $141,177-65.0% | $152,885-67.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.83% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $837 | $5,262-84.1% | $4,736-82.3% | $4,763-82.4% |
| Participant deferral / active EE | $16,667 | $7,110+134.4% | $6,710+148.4% | $5,851+184.9% |
| Admin fee / account holder | $197 | $12,123-98.4% | $10,263-98.1% | $11,598-98.3% |