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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 | $167,910 | $183,592-8.5% | $155,574+7.9% | $145,877+15.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.54% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $600 | $5,317-88.7% | $4,676-87.2% | $4,663-87.1% |
| Participant deferral / active EE | $2,250 | $6,466-65.2% | $5,629-60.0% | $6,691-66.4% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |