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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 | $19,653 | $183,592-89.3% | $155,567-87.4% | $145,959-86.5% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | 26.89% | 61.24%-34.4pp | 64.74%-37.9pp | 561.95%-535.1pp |
| Employer contribution / active EE | $302 | $5,315-94.3% | $4,674-93.5% | $4,661-93.5% |
| Participant deferral / active EE | $1,988 | $6,464-69.2% | $5,628-64.7% | $6,689-70.3% |
| Admin fee / account holder | $2 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |