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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 | $23,733 | $175,231-86.5% | $149,696-84.1% | $139,466-83.0% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 246.66% | 166.77%+79.9pp | 134.46%+112.2pp | 373.66%-127.0pp |
| Employer contribution / active EE | $767 | $5,478-86.0% | $4,821-84.1% | $4,754-83.9% |
| Participant deferral / active EE | $2,309 | $6,521-64.6% | $5,682-59.4% | $6,712-65.6% |
| Admin fee / account holder | $286 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |