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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 | $201,264-44.5% | $184,185-39.4% | $145,978-23.5% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 29.13% | 29.00%+0.1pp | 28.81%+0.3pp | 550.52%-521.4pp |
| Employer contribution / active EE | $781 | $7,021-88.9% | $6,426-87.8% | $4,662-83.2% |
| Participant deferral / active EE | $5,006 | $9,806-49.0% | $9,132-45.2% | $6,690-25.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |