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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 | $61,055 | $217,432-71.9% | $185,849-67.1% | $167,536-63.6% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 12.28% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,766 | $6,357-40.8% | $5,569-32.4% | $6,342-40.6% |
| Admin fee / account holder | $170 | $19,818-99.1% | $16,244-99.0% | $12,315-98.6% |