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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 | $64,272 | $160,070-59.8% | $147,117-56.3% | $145,897-55.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.78% | 98.69%-75.9pp | 420.54%-397.8pp | 552.29%-529.5pp |
| Employer contribution / active EE | $750 | $5,285-85.8% | $4,932-84.8% | $4,663-83.9% |
| Participant deferral / active EE | $5,690 | $8,419-32.4% | $8,065-29.4% | $6,689-14.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |