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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 | $107,994 | $202,342-46.6% | $172,753-37.5% | $152,909-29.4% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.5%-51.2pp |
| Annual return | 24.87% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $800 | $5,857-86.3% | $5,144-84.4% | $4,764-83.2% |
| Participant deferral / active EE | $3,420 | $5,948-42.5% | $5,198-34.2% | $5,851-41.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |