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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 | $110,252 | $209,425-47.4% | $178,499-38.2% | $158,966-30.6% |
| Participation rate | 15.4% | 86.4%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 22.49% | 188.80%-166.3pp | 151.10%-128.6pp | 302.95%-280.5pp |
| Employer contribution / active EE | $817 | $5,707-85.7% | $5,011-83.7% | $4,762-82.8% |
| Participant deferral / active EE | $2,329 | $5,955-60.9% | $5,202-55.2% | $5,983-61.1% |
| Admin fee / account holder | $208 | $17,078-98.8% | $13,986-98.5% | $11,250-98.2% |