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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 | $65,929 | $202,342-67.4% | $172,752-61.8% | $152,897-56.9% |
| Participation rate | 26.3% | 87.1%-60.7pp | 82.6%-56.3pp | 82.5%-56.1pp |
| Annual return | 20.72% | 1029.83%-1009.1pp | 802.97%-782.2pp | 345.43%-324.7pp |
| Employer contribution / active EE | $223 | $5,858-96.2% | $5,144-95.7% | $4,764-95.3% |
| Participant deferral / active EE | $4,690 | $5,948-21.2% | $5,198-9.8% | $5,851-19.8% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |