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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 | $39,577 | $202,342-80.4% | $172,752-77.1% | $152,897-74.1% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 32.08% | 1029.83%-997.7pp | 802.97%-770.9pp | 345.43%-313.3pp |
| Employer contribution / active EE | $561 | $5,858-90.4% | $5,144-89.1% | $4,764-88.2% |
| Participant deferral / active EE | $6,869 | $5,948+15.5% | $5,198+32.2% | $5,851+17.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |