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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 | $103,437 | $99,921+3.5% | $85,009+21.7% | $145,959-29.1% |
| Participation rate | 36.8% | 74.1%-37.2pp | 67.5%-30.7pp | 80.3%-43.4pp |
| Annual return | 10.68% | 83.89%-73.2pp | 66.47%-55.8pp | 561.95%-551.3pp |
| Employer contribution / active EE | $263 | $3,233-91.9% | $2,728-90.4% | $4,661-94.4% |
| Participant deferral / active EE | $1,425 | $5,293-73.1% | $4,522-68.5% | $6,689-78.7% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |