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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 | $41,811 | $211,224-80.2% | $178,505-76.6% | $145,897-71.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.89% | 30.28%-16.4pp | 27.16%-13.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $469 | $4,577-89.7% | $3,955-88.1% | $4,663-89.9% |
| Participant deferral / active EE | $2,771 | $6,966-60.2% | $6,280-55.9% | $6,689-58.6% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |