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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 | $165,623 | $160,070+3.5% | $147,117+12.6% | $145,897+13.5% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.4pp | 80.3%-34.5pp |
| Annual return | 11.39% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,893 | $8,419-41.9% | $8,065-39.3% | $6,689-26.9% |
| Admin fee / account holder | $277 | $15,035-98.2% | $12,993-97.9% | $13,390-97.9% |