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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 | $67,993 | $211,288-67.8% | $178,540-61.9% | $145,884-53.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.34% | 30.27%-13.9pp | 27.15%-10.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $546 | $4,574-88.1% | $3,953-86.2% | $4,662-88.3% |
| Participant deferral / active EE | $5,668 | $6,967-18.6% | $6,281-9.8% | $6,690-15.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |