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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 | $41,109 | $183,516-77.6% | $155,534-73.6% | $145,884-71.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 28.13% | 61.43%-33.3pp | 64.92%-36.8pp | 551.85%-523.7pp |
| Employer contribution / active EE | $761 | $5,315-85.7% | $4,675-83.7% | $4,662-83.7% |
| Participant deferral / active EE | $5,224 | $6,467-19.2% | $5,630-7.2% | $6,690-21.9% |
| Admin fee / account holder | $217 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |