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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 | $80,791 | $168,635-52.1% | $147,617-45.3% | $125,389-35.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.09% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $721 | $6,252-88.5% | $5,564-87.1% | $4,866-85.2% |
| Participant deferral / active EE | $2,044 | $5,507-62.9% | $4,895-58.3% | $5,352-61.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |