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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 | $39,337 | $180,028-78.1% | $138,135-71.5% | $158,982-75.3% |
| Participation rate | 27.3% | 82.2%-55.0pp | 78.7%-51.4pp | 82.0%-54.7pp |
| Annual return | 43.82% | 21.68%+22.1pp | 20.51%+23.3pp | 302.99%-259.2pp |
| Employer contribution / active EE | $922 | $7,470-87.7% | $5,587-83.5% | $4,763-80.6% |
| Participant deferral / active EE | $3,994 | $7,717-48.2% | $6,431-37.9% | $5,983-33.2% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |