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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 | $157,518 | $165,399-4.8% | $149,745+5.2% | $158,982-0.9% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.9pp | 82.0%-29.3pp |
| Annual return | 14.97% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,380 | $7,183-11.2% | $6,843-6.8% | $5,983+6.6% |
| Admin fee / account holder | $63 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |