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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 | $19,919 | $156,398-87.3% | $147,318-86.5% | $138,895-85.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 20.45% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,304 | $8,237-47.7% | $7,906-45.6% | $6,396-32.7% |
| Admin fee / account holder | $196 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |