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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 | $92,768 | $166,242-44.2% | $165,071-43.8% | $145,884-36.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 11.60% | 100.44%-88.8pp | 70.17%-58.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $320 | $5,283-93.9% | $4,347-92.6% | $4,662-93.1% |
| Participant deferral / active EE | $4,800 | $6,964-31.1% | $6,035-20.5% | $6,690-28.2% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |