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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 | $36,415 | $175,231-79.2% | $149,696-75.7% | $139,466-73.9% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 22.85% | 166.77%-143.9pp | 134.46%-111.6pp | 373.66%-350.8pp |
| Employer contribution / active EE | $428 | $5,478-92.2% | $4,821-91.1% | $4,754-91.0% |
| Participant deferral / active EE | $5,195 | $6,521-20.3% | $5,682-8.6% | $6,712-22.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |