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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 | $73,759 | $202,345-63.5% | $172,755-57.3% | $152,885-51.8% |
| Participation rate | 26.1% | 87.1%-61.0pp | 82.6%-56.6pp | 82.5%-56.4pp |
| Annual return | 20.75% | 1029.77%-1009.0pp | 802.94%-782.2pp | 345.39%-324.6pp |
| Employer contribution / active EE | $427 | $5,858-92.7% | $5,144-91.7% | $4,763-91.0% |
| Participant deferral / active EE | $3,457 | $5,948-41.9% | $5,198-33.5% | $5,851-40.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |