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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 | $121,359 | $166,131-27.0% | $164,975-26.4% | $145,877-16.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 28.30% | 100.37%-72.1pp | 70.12%-41.8pp | 551.28%-523.0pp |
| Employer contribution / active EE | $951 | $5,276-82.0% | $4,343-78.1% | $4,663-79.6% |
| Participant deferral / active EE | $10,260 | $6,962+47.4% | $6,033+70.1% | $6,691+53.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |