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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 | $49,546 | $129,737-61.8% | $119,126-58.4% | $154,746-68.0% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 16.44% | 379.08%-362.6pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $203 | $4,375-95.4% | $4,034-95.0% | $4,379-95.4% |
| Participant deferral / active EE | $9,400 | $5,842+60.9% | $5,318+76.8% | $6,730+39.7% |
| Admin fee / account holder | $252 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |