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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 | $35,571 | $183,978-80.7% | $162,171-78.1% | $152,885-76.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 26.91% | 150.78%-123.9pp | 115.60%-88.7pp | 345.39%-318.5pp |
| Employer contribution / active EE | $354 | $6,370-94.4% | $5,613-93.7% | $4,763-92.6% |
| Participant deferral / active EE | $6,805 | $8,033-15.3% | $7,297-6.7% | $5,851+16.3% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |