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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 | $38,174 | $183,516-79.2% | $155,534-75.5% | $145,884-73.8% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 19.71% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $245 | $5,315-95.4% | $4,675-94.8% | $4,662-94.7% |
| Participant deferral / active EE | $1,835 | $6,467-71.6% | $5,630-67.4% | $6,690-72.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |