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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 | $181,062-75.5% | $158,223-72.0% | $155,188-71.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 13.37% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,292 | $6,134+51.5% | $5,467+70.0% | $6,531+42.3% |
| Admin fee / account holder | $71 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |