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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 | $50,144 | $183,516-72.7% | $155,534-67.8% | $145,884-65.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 26.97% | 61.43%-34.5pp | 64.92%-37.9pp | 551.85%-524.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,655 | $6,467-28.0% | $5,630-17.3% | $6,690-30.4% |
| Admin fee / account holder | $164 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |