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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 | $217,522 | $165,381+31.5% | $149,730+45.3% | $158,966+36.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.55% | 348.29%-328.7pp | 276.70%-257.2pp | 302.95%-283.4pp |
| Employer contribution / active EE | $328 | $5,104-93.6% | $4,645-92.9% | $4,762-93.1% |
| Participant deferral / active EE | $6,916 | $7,182-3.7% | $6,843+1.1% | $5,983+15.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |