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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 | $99,761 | $183,516-45.6% | $155,534-35.9% | $145,884-31.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.37% | 61.43%-52.1pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $998 | $5,315-81.2% | $4,675-78.7% | $4,662-78.6% |
| Participant deferral / active EE | $3,200 | $6,467-50.5% | $5,630-43.2% | $6,690-52.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |