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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 | $36,212 | $217,432-83.3% | $185,849-80.5% | $167,536-78.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.47% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $625 | $5,875-89.4% | $5,169-87.9% | $4,839-87.1% |
| Participant deferral / active EE | $7,214 | $6,357+13.5% | $5,569+29.5% | $6,342+13.7% |
| Admin fee / account holder | $67 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |