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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 | $45,047 | $202,460-77.8% | $169,385-73.4% | $139,456-67.7% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 18.03% | 532.07%-514.0pp | 405.82%-387.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $543 | $4,691-88.4% | $4,012-86.5% | $4,753-88.6% |
| Participant deferral / active EE | $2,454 | $6,938-64.6% | $6,221-60.6% | $6,711-63.4% |
| Admin fee / account holder | $7 | $10,719-99.9% | $9,011-99.9% | $11,407-99.9% |