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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 | $75,720 | $160,040-52.7% | $147,096-48.5% | $145,877-48.1% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 33.49% | 98.49%-65.0pp | 419.75%-386.3pp | 551.28%-517.8pp |
| Employer contribution / active EE | $670 | $5,289-87.3% | $4,936-86.4% | $4,663-85.6% |
| Participant deferral / active EE | $2,762 | $8,429-67.2% | $8,071-65.8% | $6,691-58.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |