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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 | $89,595 | $209,425-57.2% | $178,499-49.8% | $158,966-43.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.69% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $325 | $5,707-94.3% | $5,011-93.5% | $4,762-93.2% |
| Participant deferral / active EE | $6,550 | $5,955+10.0% | $5,202+25.9% | $5,983+9.5% |
| Admin fee / account holder | $10 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |