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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 | $84,710 | $166,242-49.0% | $165,071-48.7% | $145,884-41.9% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.41% | 100.44%-90.0pp | 70.17%-59.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $921 | $5,283-82.6% | $4,347-78.8% | $4,662-80.2% |
| Participant deferral / active EE | $3,910 | $6,964-43.9% | $6,035-35.2% | $6,690-41.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |