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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 | $106,932 | $111,785-4.3% | $93,669+14.2% | $145,877-26.7% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 14.93% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $348 | $3,096-88.8% | $2,424-85.6% | $4,663-92.5% |
| Participant deferral / active EE | $3,868 | $4,919-21.4% | $4,416-12.4% | $6,691-42.2% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |