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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 | $36,207 | $159,934-77.4% | $147,005-75.4% | $145,959-75.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.24% | 98.24%-73.0pp | 418.76%-393.5pp | 561.95%-536.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17,833 | $8,427+111.6% | $8,070+121.0% | $6,689+166.6% |
| Admin fee / account holder | $110 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |