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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 | $99,124 | $217,432-54.4% | $185,849-46.7% | $167,536-40.8% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 12.23% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $834 | $5,875-85.8% | $5,169-83.9% | $4,839-82.8% |
| Participant deferral / active EE | $2,626 | $6,357-58.7% | $5,569-52.9% | $6,342-58.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |