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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 | $156,274 | $196,972-20.7% | $182,262-14.3% | $198,609-21.3% |
| Participation rate | 42.9% | 85.7%-42.8pp | 84.2%-41.4pp | 82.4%-39.5pp |
| Annual return | 9.60% | 158.27%-148.7pp | 140.60%-131.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $1,278 | $5,364-76.2% | $5,046-74.7% | $5,055-74.7% |
| Participant deferral / active EE | $4,820 | $8,643-44.2% | $8,276-41.8% | $6,977-30.9% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |