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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 | $102,039 | $171,867-40.6% | $149,721-31.8% | $147,586-30.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.23% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,006 | $6,275-84.0% | $5,444-81.5% | $4,876-79.4% |
| Participant deferral / active EE | $5,583 | $7,270-23.2% | $6,568-15.0% | $5,439+2.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |