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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 | $56,631 | $209,422-73.0% | $178,503-68.3% | $158,982-64.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.33% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $852 | $5,707-85.1% | $5,011-83.0% | $4,763-82.1% |
| Participant deferral / active EE | $6,146 | $5,955+3.2% | $5,202+18.1% | $5,983+2.7% |
| Admin fee / account holder | $25 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |