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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 | $65,788 | $202,345-67.5% | $172,755-61.9% | $152,885-57.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.07% | 1029.77%-1009.7pp | 802.94%-782.9pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,025 | $5,858-82.5% | $5,144-80.1% | $4,763-78.5% |
| Participant deferral / active EE | $4,356 | $5,948-26.8% | $5,198-16.2% | $5,851-25.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |