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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 | $33,006 | $198,457-83.4% | $170,435-80.6% | $147,586-77.6% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 34.89% | 257.30%-222.4pp | 205.94%-171.0pp | 578.59%-543.7pp |
| Employer contribution / active EE | $918 | $6,183-85.2% | $5,432-83.1% | $4,876-81.2% |
| Participant deferral / active EE | $6,506 | $5,629+15.6% | $4,939+31.7% | $5,439+19.6% |
| Admin fee / account holder | $219 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |