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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 | $72,140 | $183,627-60.7% | $155,602-53.6% | $145,978-50.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 20.01% | 61.32%-41.3pp | 64.81%-44.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,003 | $5,316-81.1% | $4,675-78.6% | $4,662-78.5% |
| Participant deferral / active EE | $4,919 | $6,466-23.9% | $5,629-12.6% | $6,690-26.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |