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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 | $86,599 | $176,077-50.8% | $159,455-45.7% | $167,518-48.3% |
| Participation rate | 36.4% | 84.9%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 14.71% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $616 | $5,298-88.4% | $4,830-87.3% | $4,838-87.3% |
| Participant deferral / active EE | $3,407 | $7,751-56.0% | $7,353-53.7% | $6,342-46.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |