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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 | $67,159 | $185,312-63.8% | $161,489-58.4% | $154,746-56.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 31.24% | 103.84%-72.6pp | 89.72%-58.5pp | 172.34%-141.1pp |
| Employer contribution / active EE | $550 | $4,769-88.5% | $4,268-87.1% | $4,379-87.4% |
| Participant deferral / active EE | $6,646 | $6,350+4.7% | $5,630+18.0% | $6,730-1.3% |
| Admin fee / account holder | $128 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |