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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 | $81,330 | $162,136-49.8% | $152,301-46.6% | $154,746-47.4% |
| Participation rate | 31.3% | 84.1%-52.9pp | 82.4%-51.2pp | 80.7%-49.5pp |
| Annual return | 15.84% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,734 | $8,341-67.2% | $8,004-65.8% | $6,730-59.4% |
| Admin fee / account holder | $76 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |