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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 | $28,653 | $167,362-82.9% | $143,799-80.1% | $134,532-78.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 369.33% | 0.47%+368.9pp | -0.04%+369.4pp | 418.27%-48.9pp |
| Employer contribution / active EE | $300 | $5,620-94.7% | $4,952-93.9% | $4,741-93.7% |
| Participant deferral / active EE | $4,220 | $6,447-34.5% | $5,638-25.2% | $6,401-34.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |