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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 | $35,389 | $175,231-79.8% | $149,696-76.4% | $139,466-74.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.82% | 166.77%-140.0pp | 134.46%-107.6pp | 373.66%-346.8pp |
| Employer contribution / active EE | $853 | $5,478-84.4% | $4,821-82.3% | $4,754-82.1% |
| Participant deferral / active EE | $8,800 | $6,521+34.9% | $5,682+54.9% | $6,712+31.1% |
| Admin fee / account holder | $187 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |