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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 | $183,592-76.2% | $155,574-71.9% | $145,877-70.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 18.94% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $475 | $5,317-91.1% | $4,676-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $3,696 | $6,466-42.8% | $5,629-34.3% | $6,691-44.8% |
| Admin fee / account holder | $21 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |