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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 | $191,281 | $148,629+28.7% | $135,982+40.7% | $139,487+37.1% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 32.69% | 79.33%-46.6pp | 68.32%-35.6pp | 373.84%-341.1pp |
| Employer contribution / active EE | $840 | $5,247-84.0% | $4,859-82.7% | $4,755-82.3% |
| Participant deferral / active EE | $6,000 | $8,102-25.9% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |