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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 | $102,557 | $198,457-48.3% | $170,435-39.8% | $147,586-30.5% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 14.05% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,149 | $6,183-81.4% | $5,432-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $3,116 | $5,629-44.6% | $4,939-36.9% | $5,439-42.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |