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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 | $38,048 | $209,847-81.9% | $189,520-79.9% | $167,518-77.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 27.18% | 748.45%-721.3pp | 555.25%-528.1pp | 478.71%-451.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,370 | $8,934-6.3% | $8,220+1.8% | $6,342+32.0% |
| Admin fee / account holder | $24 | $14,295-99.8% | $12,046-99.8% | $12,312-99.8% |