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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 | $46,306 | $183,592-74.8% | $155,574-70.2% | $145,877-68.3% |
| Participation rate | 31.6% | 82.7%-51.1pp | 78.2%-46.6pp | 80.3%-48.7pp |
| Annual return | 16.31% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $737 | $5,317-86.1% | $4,676-84.2% | $4,663-84.2% |
| Participant deferral / active EE | $4,155 | $6,466-35.7% | $5,629-26.2% | $6,691-37.9% |
| Admin fee / account holder | $50 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |