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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 | $74,142 | $183,592-59.6% | $155,574-52.3% | $145,877-49.2% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 14.01% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $955 | $5,317-82.0% | $4,676-79.6% | $4,663-79.5% |
| Participant deferral / active EE | $4,506 | $6,466-30.3% | $5,629-20.0% | $6,691-32.7% |
| Admin fee / account holder | $232 | $19,316-98.8% | $15,914-98.5% | $13,402-98.3% |