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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 | $22,211 | $202,463-89.0% | $169,397-86.9% | $139,487-84.1% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 22.64% | 532.64%-510.0pp | 406.23%-383.6pp | 373.84%-351.2pp |
| Employer contribution / active EE | $321 | $4,694-93.2% | $4,013-92.0% | $4,755-93.2% |
| Participant deferral / active EE | $2,181 | $6,941-68.6% | $6,223-65.0% | $6,713-67.5% |
| Admin fee / account holder | $86 | $10,726-99.2% | $9,017-99.0% | $11,407-99.2% |