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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 | $82,351 | $107,353-23.3% | $92,903-11.4% | $152,885-46.1% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 23.85% | 145.62%-121.8pp | 109.43%-85.6pp | 345.39%-321.5pp |
| Employer contribution / active EE | $715 | $4,222-83.1% | $3,653-80.4% | $4,763-85.0% |
| Participant deferral / active EE | $3,800 | $4,848-21.6% | $4,238-10.3% | $5,851-35.1% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |