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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 | $128,588 | $180,459-28.7% | $154,108-16.6% | $135,380-5.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -1.69% | 888.21%-889.9pp | 735.21%-736.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $825 | $6,035-86.3% | $5,298-84.4% | $4,779-82.7% |
| Participant deferral / active EE | $7,656 | $5,806+31.8% | $5,081+50.7% | $5,609+36.5% |
| Admin fee / account holder | $17 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |