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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 | $104,084 | $198,462-47.6% | $170,439-38.9% | $147,585-29.5% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 12.54% | 257.30%-244.8pp | 205.94%-193.4pp | 578.58%-566.0pp |
| Employer contribution / active EE | $1,185 | $6,184-80.8% | $5,433-78.2% | $4,876-75.7% |
| Participant deferral / active EE | $1,979 | $5,629-64.8% | $4,939-59.9% | $5,439-63.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |