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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 | $144,859 | $201,344-28.1% | $184,243-21.4% | $145,877-0.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.43% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $173 | $7,022-97.5% | $6,427-97.3% | $4,663-96.3% |
| Participant deferral / active EE | $5,249 | $9,807-46.5% | $9,132-42.5% | $6,691-21.5% |
| Admin fee / account holder | $216 | $16,382-98.7% | $13,914-98.4% | $13,402-98.4% |