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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 | $71,477 | $202,342-64.7% | $172,753-58.6% | $152,909-53.3% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 24.22% | 1029.88%-1005.7pp | 803.00%-778.8pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,217 | $5,857-79.2% | $5,144-76.3% | $4,764-74.5% |
| Participant deferral / active EE | $5,391 | $5,948-9.4% | $5,198+3.7% | $5,851-7.9% |
| Admin fee / account holder | $83 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |