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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 | $121,509 | $198,457-38.8% | $170,435-28.7% | $147,586-17.7% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 13.90% | 257.30%-243.4pp | 205.94%-192.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,165 | $6,183-81.2% | $5,432-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $4,591 | $5,629-18.4% | $4,939-7.0% | $5,439-15.6% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |