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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 | $60,445 | $209,422-71.1% | $178,503-66.1% | $158,982-62.0% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 19.66% | 188.81%-169.1pp | 151.12%-131.5pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,142 | $5,707-80.0% | $5,011-77.2% | $4,763-76.0% |
| Participant deferral / active EE | $4,945 | $5,955-17.0% | $5,202-4.9% | $5,983-17.3% |
| Admin fee / account holder | $135 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |