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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 | $46,687 | $209,422-77.7% | $178,503-73.8% | $158,982-70.6% |
| Participation rate | 52.4% | 86.4%-34.0pp | 81.9%-29.5pp | 82.0%-29.6pp |
| Annual return | 43.40% | 188.81%-145.4pp | 151.12%-107.7pp | 302.99%-259.6pp |
| Employer contribution / active EE | $835 | $5,707-85.4% | $5,011-83.3% | $4,763-82.5% |
| Participant deferral / active EE | $2,310 | $5,955-61.2% | $5,202-55.6% | $5,983-61.4% |
| Admin fee / account holder | $62 | $17,079-99.6% | $13,987-99.6% | $11,252-99.5% |