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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 | $40,894 | $198,462-79.4% | $170,439-76.0% | $147,585-72.3% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 14.27% | 257.30%-243.0pp | 205.94%-191.7pp | 578.58%-564.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,857 | $5,629+4.0% | $4,939+18.6% | $5,439+7.7% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |