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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 | $61,188 | $217,432-71.9% | $185,851-67.1% | $167,553-63.5% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 14.89% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,783 | $6,357+53.9% | $5,569+75.7% | $6,343+54.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |