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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 | $44,272 | $185,312-76.1% | $161,489-72.6% | $154,746-71.4% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 13.37% | 103.84%-90.5pp | 89.72%-76.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,292 | $6,350+46.3% | $5,630+65.0% | $6,730+38.1% |
| Admin fee / account holder | $71 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |