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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 | $182,313 | $180,466+1.0% | $154,114+18.3% | $135,382+34.7% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -3.40% | 888.15%-891.6pp | 735.16%-738.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $1,131 | $6,035-81.3% | $5,298-78.6% | $4,779-76.3% |
| Participant deferral / active EE | $5,286 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $140 | $16,144-99.1% | $13,411-99.0% | $10,829-98.7% |