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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 | $89,666 | $176,120-49.1% | $159,487-43.8% | $167,553-46.5% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 23.30% | 331.95%-308.7pp | 263.71%-240.4pp | 478.89%-455.6pp |
| Employer contribution / active EE | $496 | $5,299-90.6% | $4,831-89.7% | $4,840-89.8% |
| Participant deferral / active EE | $5,200 | $7,752-32.9% | $7,354-29.3% | $6,343-18.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |