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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 | $90,155 | $196,972-54.2% | $182,262-50.5% | $198,609-54.6% |
| Participation rate | 37.5% | 85.7%-48.2pp | 84.2%-46.7pp | 82.4%-44.9pp |
| Annual return | 20.29% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,073 | $5,364-80.0% | $5,046-78.7% | $5,055-78.8% |
| Participant deferral / active EE | $4,675 | $8,643-45.9% | $8,276-43.5% | $6,977-33.0% |
| Admin fee / account holder | $13 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |