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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 | $72,744 | $154,193-52.8% | $130,045-44.1% | $139,466-47.8% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.5%-42.1pp | 80.3%-44.0pp |
| Annual return | 37.32% | 32.51%+4.8pp | -137.30%+174.6pp | 373.66%-336.3pp |
| Employer contribution / active EE | $857 | $5,292-83.8% | $4,321-80.2% | $4,754-82.0% |
| Participant deferral / active EE | $8,027 | $6,709+19.7% | $5,820+37.9% | $6,712+19.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |