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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 | $77,755 | $217,432-64.2% | $185,849-58.2% | $167,536-53.6% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 15.05% | 148.42%-133.4pp | 122.10%-107.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,156 | $5,875-80.3% | $5,169-77.6% | $4,839-76.1% |
| Participant deferral / active EE | $4,710 | $6,357-25.9% | $5,569-15.4% | $6,342-25.7% |
| Admin fee / account holder | $202 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |