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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 | $41,050 | $180,462-77.3% | $154,111-73.4% | $135,379-69.7% |
| Participation rate | 65.0% | 87.4%-22.4pp | 83.0%-18.0pp | 82.6%-17.6pp |
| Annual return | -4.20% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $690 | $6,036-88.6% | $5,298-87.0% | $4,779-85.6% |
| Participant deferral / active EE | $2,122 | $5,806-63.5% | $5,081-58.2% | $5,609-62.2% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |