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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 | $86,089 | $102,595-16.1% | $94,057-8.5% | $154,746-44.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.95% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,833 | $5,118+53.0% | $4,709+66.3% | $6,730+16.4% |
| Admin fee / account holder | $182 | $7,736-97.7% | $7,244-97.5% | $14,365-98.7% |