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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 | $23,349 | $148,629-84.3% | $135,982-82.8% | $139,487-83.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 32.78% | 79.33%-46.6pp | 68.32%-35.5pp | 373.84%-341.1pp |
| Employer contribution / active EE | $906 | $5,247-82.7% | $4,859-81.4% | $4,755-80.9% |
| Participant deferral / active EE | $3,729 | $8,102-54.0% | $7,760-51.9% | $6,713-44.4% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |