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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 | $118,378 | $138,114-14.3% | $125,391-5.6% | $134,545-12.0% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -3.58% | 750.88%-754.5pp | 572.41%-576.0pp | 418.37%-422.0pp |
| Employer contribution / active EE | $821 | $5,246-84.4% | $4,816-83.0% | $4,742-82.7% |
| Participant deferral / active EE | $4,500 | $7,801-42.3% | $7,448-39.6% | $6,401-29.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |