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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 | $83,040 | $168,626-50.8% | $133,698-37.9% | $145,897-43.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 14.70% | 1168.99%-1154.3pp | 580.90%-566.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $606 | $5,290-88.5% | $4,218-85.6% | $4,663-87.0% |
| Participant deferral / active EE | $10,000 | $8,688+15.1% | $7,016+42.5% | $6,689+49.5% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |