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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 | $135,517 | $209,422-35.3% | $178,503-24.1% | $158,982-14.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.86% | 188.81%-162.9pp | 151.12%-125.3pp | 302.99%-277.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,033 | $5,955-65.9% | $5,202-60.9% | $5,983-66.0% |
| Admin fee / account holder | $11 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |