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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 | $124,355 | $202,345-38.5% | $172,755-28.0% | $152,885-18.7% |
| Participation rate | 42.1% | 87.1%-45.0pp | 82.6%-40.5pp | 82.5%-40.3pp |
| Annual return | 27.93% | 1029.77%-1001.8pp | 802.94%-775.0pp | 345.39%-317.5pp |
| Employer contribution / active EE | $403 | $5,858-93.1% | $5,144-92.2% | $4,763-91.5% |
| Participant deferral / active EE | $2,462 | $5,948-58.6% | $5,198-52.6% | $5,851-57.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |