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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 | $51,837 | $183,592-71.8% | $155,574-66.7% | $145,877-64.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 27.27% | 61.37%-34.1pp | 64.87%-37.6pp | 551.28%-524.0pp |
| Employer contribution / active EE | $1,010 | $5,317-81.0% | $4,676-78.4% | $4,663-78.3% |
| Participant deferral / active EE | $9,188 | $6,466+42.1% | $5,629+63.2% | $6,691+37.3% |
| Admin fee / account holder | $278 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |