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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 | $41,205 | $202,345-79.6% | $172,755-76.1% | $152,885-73.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 28.84% | 1029.77%-1000.9pp | 802.94%-774.1pp | 345.39%-316.5pp |
| Employer contribution / active EE | $1,000 | $5,858-82.9% | $5,144-80.6% | $4,763-79.0% |
| Participant deferral / active EE | $2,109 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |