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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 | $68,536 | $202,342-66.1% | $172,752-60.3% | $152,897-55.2% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 23.03% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $215 | $5,858-96.3% | $5,144-95.8% | $4,764-95.5% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,851-21.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |