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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 | $55,275 | $197,625-72.0% | $177,840-68.9% | $158,966-65.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 39.79% | 58.76%-19.0pp | 48.32%-8.5pp | 302.95%-263.2pp |
| Employer contribution / active EE | $1,295 | $6,698-80.7% | $5,919-78.1% | $4,762-72.8% |
| Participant deferral / active EE | $5,390 | $8,405-35.9% | $7,714-30.1% | $5,983-9.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |