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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 | $53,177 | $209,336-74.6% | $197,124-73.0% | $137,256-61.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 24.43% | 48.09%-23.7pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,867 | $9,614+44.2% | $9,135+51.8% | $6,407+116.4% |
| Admin fee / account holder | $118 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |