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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 | $53,413 | $217,432-75.4% | $185,849-71.3% | $167,536-68.1% |
| Participation rate | 28.6% | 86.1%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 38.84% | 148.42%-109.6pp | 122.10%-83.3pp | 478.82%-440.0pp |
| Employer contribution / active EE | $832 | $5,875-85.8% | $5,169-83.9% | $4,839-82.8% |
| Participant deferral / active EE | $5,571 | $6,357-12.4% | $5,5690% | $6,342-12.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |