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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 | $80,516 | $134,817-40.3% | $123,973-35.1% | $155,188-48.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 10.99% | 515.49%-504.5pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $447 | $4,425-89.9% | $4,126-89.2% | $4,248-89.5% |
| Participant deferral / active EE | $3,023 | $5,706-47.0% | $5,247-42.4% | $6,531-53.7% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |