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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 | $33,614 | $175,231-80.8% | $149,696-77.5% | $139,466-75.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.36% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $956 | $5,478-82.6% | $4,821-80.2% | $4,754-79.9% |
| Participant deferral / active EE | $4,913 | $6,521-24.7% | $5,682-13.5% | $6,712-26.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |