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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 | $47,337 | $176,120-73.1% | $159,487-70.3% | $167,553-71.7% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 18.15% | 331.95%-313.8pp | 263.71%-245.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $690 | $5,299-87.0% | $4,831-85.7% | $4,840-85.7% |
| Participant deferral / active EE | $2,611 | $7,752-66.3% | $7,354-64.5% | $6,343-58.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |