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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 | $135,278 | $183,627-26.3% | $155,602-13.1% | $145,978-7.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 27.51% | 61.32%-33.8pp | 64.81%-37.3pp | 550.52%-523.0pp |
| Employer contribution / active EE | $800 | $5,316-85.0% | $4,675-82.9% | $4,662-82.8% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,690-31.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |