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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 | $183,539-72.5% | $155,556-67.5% | $145,897-65.3% |
| Participation rate | 13.3% | 82.7%-69.4pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 9.59% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $774 | $5,315-85.4% | $4,675-83.4% | $4,663-83.4% |
| Participant deferral / active EE | $2,351 | $6,467-63.6% | $5,631-58.2% | $6,689-64.9% |
| Admin fee / account holder | $83 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |