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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 | $35,862 | $202,345-82.3% | $172,755-79.2% | $152,885-76.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 22.81% | 1029.77%-1007.0pp | 802.94%-780.1pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,041 | $5,858-82.2% | $5,144-79.8% | $4,763-78.1% |
| Participant deferral / active EE | $5,155 | $5,948-13.3% | $5,198-0.8% | $5,851-11.9% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |