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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 | $90,507 | $157,296-42.5% | $141,191-35.9% | $152,897-40.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 15.81% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $186 | $5,262-96.5% | $4,736-96.1% | $4,764-96.1% |
| Participant deferral / active EE | $6,801 | $7,111-4.4% | $6,710+1.4% | $5,851+16.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |