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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 | $40,008 | $217,432-81.6% | $185,849-78.5% | $167,536-76.1% |
| Participation rate | 64.7% | 86.1%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 14.70% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,028 | $5,875-82.5% | $5,169-80.1% | $4,839-78.8% |
| Participant deferral / active EE | $5,876 | $6,357-7.6% | $5,569+5.5% | $6,342-7.4% |
| Admin fee / account holder | $158 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |