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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 | $23,512 | $160,040-85.3% | $147,096-84.0% | $145,877-83.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.90% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $898 | $5,289-83.0% | $4,936-81.8% | $4,663-80.7% |
| Participant deferral / active EE | $7,739 | $8,429-8.2% | $8,071-4.1% | $6,691+15.7% |
| Admin fee / account holder | $167 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |