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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 | $57,290 | $172,111-66.7% | $150,298-61.9% | $137,256-58.3% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 34.15% | 69.37%-35.2pp | 62.79%-28.6pp | 220.34%-186.2pp |
| Employer contribution / active EE | $584 | $4,636-87.4% | $4,154-85.9% | $4,156-85.9% |
| Participant deferral / active EE | $3,900 | $6,166-36.7% | $5,453-28.5% | $6,407-39.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |