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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 | $93,708 | $217,432-56.9% | $185,851-49.6% | $167,553-44.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 9.58% | 148.43%-138.9pp | 122.11%-112.5pp | 478.89%-469.3pp |
| Employer contribution / active EE | $1,118 | $5,874-81.0% | $5,168-78.4% | $4,840-76.9% |
| Participant deferral / active EE | $3,949 | $6,357-37.9% | $5,569-29.1% | $6,343-37.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |