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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 | $119,204 | $165,361-27.9% | $149,715-20.4% | $158,950-25.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.63% | 348.24%-329.6pp | 276.66%-258.0pp | 302.91%-284.3pp |
| Employer contribution / active EE | $800 | $5,103-84.3% | $4,645-82.8% | $4,762-83.2% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |