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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 | $202,342-81.4% | $172,753-78.2% | $152,909-75.4% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 13.93% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.5pp |
| Employer contribution / active EE | $1,096 | $5,857-81.3% | $5,144-78.7% | $4,764-77.0% |
| Participant deferral / active EE | $2,268 | $5,948-61.9% | $5,198-56.4% | $5,851-61.2% |
| Admin fee / account holder | $293 | $17,112-98.3% | $13,956-97.9% | $11,601-97.5% |