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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 | $22,894 | $183,592-87.5% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.85% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $899 | $5,317-83.1% | $4,676-80.8% | $4,663-80.7% |
| Participant deferral / active EE | $10,320 | $6,466+59.6% | $5,629+83.3% | $6,691+54.3% |
| Admin fee / account holder | $100 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |