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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 | $26,237 | $175,257-85.0% | $149,717-82.5% | $139,456-81.2% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 30.97% | 166.70%-135.7pp | 134.41%-103.4pp | 373.45%-342.5pp |
| Employer contribution / active EE | $504 | $5,477-90.8% | $4,820-89.5% | $4,753-89.4% |
| Participant deferral / active EE | $4,500 | $6,521-31.0% | $5,682-20.8% | $6,711-32.9% |
| Admin fee / account holder | $58 | $16,156-99.6% | $13,213-99.6% | $11,407-99.5% |