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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 | $45,199 | $134,817-66.5% | $123,973-63.5% | $155,188-70.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 24.82% | 515.49%-490.7pp | 388.13%-363.3pp | 148.84%-124.0pp |
| Employer contribution / active EE | $50 | $4,425-98.9% | $4,126-98.8% | $4,248-98.8% |
| Participant deferral / active EE | $5,665 | $5,706-0.7% | $5,247+8.0% | $6,531-13.3% |
| Admin fee / account holder | $85 | $13,245-99.4% | $11,799-99.3% | $14,480-99.4% |