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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 | $50,563 | $183,592-72.5% | $155,574-67.5% | $145,877-65.3% |
| Participation rate | 13.3% | 82.7%-69.4pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 9.59% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $774 | $5,317-85.4% | $4,676-83.4% | $4,663-83.4% |
| Participant deferral / active EE | $2,351 | $6,466-63.6% | $5,629-58.2% | $6,691-64.9% |
| Admin fee / account holder | $83 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |