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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 | $29,560 | $155,555-81.0% | $146,866-79.9% | $155,188-81.0% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.5%-12.9pp | 80.8%-11.2pp |
| Annual return | 35.86% | 115.41%-79.6pp | 102.85%-67.0pp | 148.84%-113.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,140 | $8,044-36.1% | $7,759-33.8% | $6,531-21.3% |
| Admin fee / account holder | $30 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |