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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 | $122,679 | $138,076-11.2% | $123,553-0.7% | $135,380-9.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 4.72% | 153.70%-149.0pp | 119.21%-114.5pp | 519.81%-515.1pp |
| Employer contribution / active EE | $679 | $5,152-86.8% | $4,628-85.3% | $4,779-85.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |