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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 | $130,035 | $175,231-25.8% | $149,696-13.1% | $139,466-6.8% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 25.03% | 166.77%-141.7pp | 134.46%-109.4pp | 373.66%-348.6pp |
| Employer contribution / active EE | $977 | $5,478-82.2% | $4,821-79.7% | $4,754-79.5% |
| Participant deferral / active EE | $4,800 | $6,521-26.4% | $5,682-15.5% | $6,712-28.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |