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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 | $41,065 | $160,059-74.3% | $140,019-70.7% | $135,380-69.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -1.10% | 911.48%-912.6pp | 651.17%-652.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $878 | $6,420-86.3% | $5,605-84.3% | $4,779-81.6% |
| Participant deferral / active EE | $6,516 | $7,641-14.7% | $6,927-5.9% | $5,609+16.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |