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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 | $21,324 | $160,028-86.7% | $147,080-85.5% | $145,884-85.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 87.37% | 98.60%-11.2pp | 420.17%-332.8pp | 551.85%-464.5pp |
| Employer contribution / active EE | $685 | $5,286-87.0% | $4,933-86.1% | $4,662-85.3% |
| Participant deferral / active EE | $6,875 | $8,422-18.4% | $8,066-14.8% | $6,690+2.8% |
| Admin fee / account holder | $118 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |