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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 | $123,219 | $198,462-37.9% | $170,439-27.7% | $147,585-16.5% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 15.61% | 257.30%-241.7pp | 205.94%-190.3pp | 578.58%-563.0pp |
| Employer contribution / active EE | $684 | $6,184-88.9% | $5,433-87.4% | $4,876-86.0% |
| Participant deferral / active EE | $4,125 | $5,629-26.7% | $4,939-16.5% | $5,439-24.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |