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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 | $45,817 | $160,040-71.4% | $147,096-68.9% | $145,877-68.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.22% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $885 | $5,289-83.3% | $4,936-82.1% | $4,663-81.0% |
| Participant deferral / active EE | $5,505 | $8,429-34.7% | $8,071-31.8% | $6,691-17.7% |
| Admin fee / account holder | $276 | $15,050-98.2% | $13,005-97.9% | $13,402-97.9% |