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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 | $67,916 | $202,342-66.4% | $172,753-60.7% | $152,909-55.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 39.12% | 1029.88%-990.8pp | 803.00%-763.9pp | 345.46%-306.3pp |
| Employer contribution / active EE | $280 | $5,857-95.2% | $5,144-94.6% | $4,764-94.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |