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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 | $30,864 | $160,040-80.7% | $147,096-79.0% | $145,877-78.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.40% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $558 | $5,289-89.5% | $4,936-88.7% | $4,663-88.0% |
| Participant deferral / active EE | $5,377 | $8,429-36.2% | $8,071-33.4% | $6,691-19.6% |
| Admin fee / account holder | $216 | $15,050-98.6% | $13,005-98.3% | $13,402-98.4% |