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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 | $120,593 | $202,463-40.4% | $169,397-28.8% | $139,487-13.5% |
| Participation rate | 44.4% | 81.1%-36.7pp | 77.2%-32.7pp | 80.3%-35.9pp |
| Annual return | 21.79% | 532.64%-510.9pp | 406.23%-384.4pp | 373.84%-352.1pp |
| Employer contribution / active EE | $300 | $4,694-93.6% | $4,013-92.5% | $4,755-93.7% |
| Participant deferral / active EE | $5,333 | $6,941-23.2% | $6,223-14.3% | $6,713-20.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |