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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 | $72,225 | $185,883-61.1% | $170,043-57.5% | $139,466-48.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.67% | 60.54%-47.9pp | 53.40%-40.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,193 | $7,596-84.3% | $6,790-82.4% | $4,754-74.9% |
| Participant deferral / active EE | $3,277 | $11,626-71.8% | $10,410-68.5% | $6,712-51.2% |
| Admin fee / account holder | $134 | $15,393-99.1% | $12,824-99.0% | $11,409-98.8% |