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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 | $159,978-71.4% | $147,041-68.8% | $145,978-68.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.22% | 98.36%-85.1pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $885 | $5,288-83.3% | $4,935-82.1% | $4,662-81.0% |
| Participant deferral / active EE | $5,505 | $8,429-34.7% | $8,071-31.8% | $6,690-17.7% |
| Admin fee / account holder | $276 | $15,053-98.2% | $13,006-97.9% | $13,400-97.9% |