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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 | $57,632 | $175,231-67.1% | $149,696-61.5% | $139,466-58.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.45% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $851 | $5,478-84.5% | $4,821-82.3% | $4,754-82.1% |
| Participant deferral / active EE | $5,295 | $6,521-18.8% | $5,682-6.8% | $6,712-21.1% |
| Admin fee / account holder | $51 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |