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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 | $169,810 | $165,399+2.7% | $149,745+13.4% | $158,982+6.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 24.96% | 348.34%-323.4pp | 276.72%-251.8pp | 302.99%-278.0pp |
| Employer contribution / active EE | $541 | $5,105-89.4% | $4,646-88.3% | $4,763-88.6% |
| Participant deferral / active EE | $12,220 | $7,183+70.1% | $6,843+78.6% | $5,983+104.2% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |