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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 | $42,052 | $167,504-74.9% | $151,628-72.3% | $134,509-68.7% |
| Participation rate | 12.5% | 88.4%-75.9pp | 87.5%-75.0pp | 81.2%-68.7pp |
| Annual return | 21.69% | 7.81%+13.9pp | 3.34%+18.4pp | 418.13%-396.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,730 | $8,985+8.3% | $8,363+16.3% | $6,400+52.0% |
| Admin fee / account holder | $123 | $13,779-99.1% | $11,613-98.9% | $11,427-98.9% |