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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 | $41,786 | $227,399-81.6% | $189,758-78.0% | $198,609-79.0% |
| Participation rate | 53.3% | 84.0%-30.7pp | 79.8%-26.5pp | 82.4%-29.0pp |
| Annual return | 14.15% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,190 | $5,526-78.5% | $4,767-75.0% | $5,055-76.5% |
| Participant deferral / active EE | $4,489 | $6,837-34.3% | $5,856-23.3% | $6,977-35.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |