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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 | $50,316 | $162,136-69.0% | $152,301-67.0% | $154,746-67.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.87% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,724 | $8,341-19.4% | $8,004-16.0% | $6,730-0.1% |
| Admin fee / account holder | $108 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |