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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 | $43,706 | $183,539-76.2% | $155,556-71.9% | $145,897-70.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 18.94% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $475 | $5,315-91.1% | $4,675-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $3,696 | $6,467-42.8% | $5,631-34.4% | $6,689-44.7% |
| Admin fee / account holder | $21 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |