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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 | $126,371 | $144,130-12.3% | $117,860+7.2% | $147,585-14.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 17.04% | 531.20%-514.2pp | 335.10%-318.1pp | 578.58%-561.5pp |
| Employer contribution / active EE | $691 | $4,897-85.9% | $3,786-81.8% | $4,876-85.8% |
| Participant deferral / active EE | $5,300 | $5,316-0.3% | $4,482+18.3% | $5,439-2.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |