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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 | $91,482 | $198,457-53.9% | $170,435-46.3% | $147,586-38.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.74% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,017 | $6,183-83.6% | $5,432-81.3% | $4,876-79.1% |
| Participant deferral / active EE | $4,383 | $5,629-22.1% | $4,939-11.3% | $5,439-19.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |