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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 | $176,762 | $172,111+2.7% | $150,298+17.6% | $137,256+28.8% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 15.07% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $187 | $4,636-96.0% | $4,154-95.5% | $4,156-95.5% |
| Participant deferral / active EE | $6,175 | $6,166+0.1% | $5,453+13.2% | $6,407-3.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |