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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 | $83,977 | $209,425-59.9% | $178,499-53.0% | $158,966-47.2% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 20.05% | 188.80%-168.7pp | 151.10%-131.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $800 | $5,707-86.0% | $5,011-84.0% | $4,762-83.2% |
| Participant deferral / active EE | $3,000 | $5,955-49.6% | $5,202-42.3% | $5,983-49.9% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |