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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 | $34,605 | $198,457-82.6% | $170,435-79.7% | $147,586-76.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.24% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $986 | $6,183-84.1% | $5,432-81.9% | $4,876-79.8% |
| Participant deferral / active EE | $3,314 | $5,629-41.1% | $4,939-32.9% | $5,439-39.1% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |