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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 | $78,018 | $180,749-56.8% | $160,784-51.5% | $137,256-43.2% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 16.05% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,794 | $6,844-59.2% | $6,293-55.6% | $6,407-56.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |