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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 | $138,471 | $162,785-14.9% | $133,959+3.4% | $158,950-12.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 41.52% | 41.94%-0.4pp | 45.09%-3.6pp | 302.91%-261.4pp |
| Employer contribution / active EE | $565 | $4,975-88.6% | $3,919-85.6% | $4,762-88.1% |
| Participant deferral / active EE | $6,500 | $5,910+10.0% | $5,047+28.8% | $5,983+8.6% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |