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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 | $130,793 | $135,956-3.8% | $123,894+5.6% | $273,972-52.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 454.26% | 56.63%+397.6pp | 47.52%+406.7pp | 41.46%+412.8pp |
| Employer contribution / active EE | $281 | $5,170-94.6% | $4,617-93.9% | $4,869-94.2% |
| Participant deferral / active EE | $2,148 | $6,343-66.1% | $5,984-64.1% | $5,287-59.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |