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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 | $21,284 | $156,398-86.4% | $147,318-85.6% | $138,895-84.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 18.28% | 78.75%-60.5pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,190 | $8,237-61.3% | $7,906-59.7% | $6,396-50.1% |
| Admin fee / account holder | $85 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |