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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 | $164,886 | $175,257-5.9% | $149,717+10.1% | $139,456+18.2% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 16.41% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $539 | $5,477-90.2% | $4,820-88.8% | $4,753-88.7% |
| Participant deferral / active EE | $1,911 | $6,521-70.7% | $5,682-66.4% | $6,711-71.5% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |