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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 | $50,401 | $202,342-75.1% | $172,752-70.8% | $152,897-67.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 23.59% | 1029.83%-1006.2pp | 802.97%-779.4pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,010 | $5,858-82.8% | $5,144-80.4% | $4,764-78.8% |
| Participant deferral / active EE | $3,789 | $5,948-36.3% | $5,198-27.1% | $5,851-35.3% |
| Admin fee / account holder | $279 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |