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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 | $97,940 | $165,381-40.8% | $149,730-34.6% | $158,966-38.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.62% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.3pp |
| Employer contribution / active EE | $650 | $5,104-87.3% | $4,645-86.0% | $4,762-86.4% |
| Participant deferral / active EE | $10,938 | $7,182+52.3% | $6,843+59.8% | $5,983+82.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |