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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 | $181,981 | $152,619+19.2% | $125,195+45.4% | $152,909+19.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 19.34% | 54.85%-35.5pp | 43.79%-24.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $898 | $4,947-81.8% | $3,866-76.8% | $4,764-81.1% |
| Participant deferral / active EE | $6,250 | $5,869+6.5% | $4,937+26.6% | $5,851+6.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |