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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 | $79,692 | $162,529-51.0% | $130,788-39.1% | $154,746-48.5% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 9.01% | 510.48%-501.5pp | 386.44%-377.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,401 | $4,808+116.3% | $4,137+151.4% | $6,730+54.5% |
| Admin fee / account holder | $73 | $7,669-99.1% | $6,673-98.9% | $14,365-99.5% |