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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 | $44,095 | $150,447-70.7% | $136,298-67.6% | $147,586-70.1% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 16.26% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $781 | $5,256-85.1% | $4,696-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $2,933 | $6,631-55.8% | $6,247-53.1% | $5,439-46.1% |
| Admin fee / account holder | $292 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |