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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 | $37,371 | $209,425-82.2% | $178,499-79.1% | $158,966-76.5% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 27.83% | 188.80%-161.0pp | 151.10%-123.3pp | 302.95%-275.1pp |
| Employer contribution / active EE | $787 | $5,707-86.2% | $5,011-84.3% | $4,762-83.5% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |