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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 | $161,039 | $166,242-3.1% | $165,071-2.4% | $145,884+10.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.00% | 100.44%-80.4pp | 70.17%-50.2pp | 551.85%-531.8pp |
| Employer contribution / active EE | $494 | $5,283-90.6% | $4,347-88.6% | $4,662-89.4% |
| Participant deferral / active EE | $3,705 | $6,964-46.8% | $6,035-38.6% | $6,690-44.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |