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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 | $96,421 | $171,867-43.9% | $149,721-35.6% | $147,586-34.7% |
| Participation rate | 45.5% | 88.2%-42.7pp | 87.1%-41.6pp | 82.8%-37.4pp |
| Annual return | 20.39% | 2113.36%-2093.0pp | 1501.67%-1481.3pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,051 | $6,275-83.3% | $5,444-80.7% | $4,876-78.4% |
| Participant deferral / active EE | $4,746 | $7,270-34.7% | $6,568-27.7% | $5,439-12.7% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |