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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 | $195,667 | $156,398+25.1% | $147,318+32.8% | $138,895+40.9% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.0pp | 79.9%-32.9pp |
| Annual return | 13.69% | 78.75%-65.1pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $895 | $4,853-81.6% | $4,593-80.5% | $4,194-78.7% |
| Participant deferral / active EE | $5,171 | $8,237-37.2% | $7,906-34.6% | $6,396-19.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |