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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 | $138,962 | $180,462-23.0% | $154,111-9.8% | $135,379+2.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 6.28% | 888.17%-881.9pp | 735.18%-728.9pp | 519.79%-513.5pp |
| Employer contribution / active EE | $969 | $6,036-83.9% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $3,942 | $5,806-32.1% | $5,081-22.4% | $5,609-29.7% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |