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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 | $115,965 | $202,342-42.7% | $172,753-32.9% | $152,909-24.2% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 33.75% | 1029.88%-996.1pp | 803.00%-769.3pp | 345.46%-311.7pp |
| Employer contribution / active EE | $833 | $5,857-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $6,582 | $5,948+10.7% | $5,198+26.6% | $5,851+12.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |