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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 | $82,795 | $150,442-45.0% | $136,295-39.3% | $147,585-43.9% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 25.19% | 1049.09%-1023.9pp | 5155.97%-5130.8pp | 578.56%-553.4pp |
| Employer contribution / active EE | $765 | $5,256-85.4% | $4,695-83.7% | $4,876-84.3% |
| Participant deferral / active EE | $10,125 | $6,630+52.7% | $6,247+62.1% | $5,439+86.2% |
| Admin fee / account holder | $131 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |