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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 | $111,613 | $201,370-44.6% | $184,256-39.4% | $145,897-23.5% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 29.13% | 29.05%+0.1pp | 28.85%+0.3pp | 552.29%-523.2pp |
| Employer contribution / active EE | $781 | $7,024-88.9% | $6,427-87.9% | $4,663-83.3% |
| Participant deferral / active EE | $5,006 | $9,808-49.0% | $9,133-45.2% | $6,689-25.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |