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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 | $41,202 | $175,257-76.5% | $149,717-72.5% | $139,456-70.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.59% | 166.70%-150.1pp | 134.41%-117.8pp | 373.45%-356.9pp |
| Employer contribution / active EE | $731 | $5,477-86.7% | $4,820-84.8% | $4,753-84.6% |
| Participant deferral / active EE | $4,030 | $6,521-38.2% | $5,682-29.1% | $6,711-40.0% |
| Admin fee / account holder | $20 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |