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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 | $75,998 | $227,399-66.6% | $189,758-60.0% | $198,609-61.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 20.90% | 61.03%-40.1pp | 52.62%-31.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,409 | $5,526-74.5% | $4,767-70.4% | $5,055-72.1% |
| Participant deferral / active EE | $7,797 | $6,837+14.0% | $5,856+33.2% | $6,977+11.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |