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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 | $37,616 | $202,345-81.4% | $172,755-78.2% | $152,885-75.4% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 13.93% | 1029.77%-1015.8pp | 802.94%-789.0pp | 345.39%-331.5pp |
| Employer contribution / active EE | $1,096 | $5,858-81.3% | $5,144-78.7% | $4,763-77.0% |
| Participant deferral / active EE | $2,268 | $5,948-61.9% | $5,198-56.4% | $5,851-61.2% |
| Admin fee / account holder | $293 | $17,111-98.3% | $13,955-97.9% | $11,598-97.5% |