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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 | $201,344-44.6% | $184,243-39.4% | $145,877-23.5% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 29.13% | 29.01%+0.1pp | 28.82%+0.3pp | 551.28%-522.2pp |
| Employer contribution / active EE | $781 | $7,022-88.9% | $6,427-87.9% | $4,663-83.3% |
| Participant deferral / active EE | $5,006 | $9,807-49.0% | $9,132-45.2% | $6,691-25.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |