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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 | $112,964 | $159,978-29.4% | $147,041-23.2% | $145,978-22.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 56.68% | 98.36%-41.7pp | 419.21%-362.5pp | 550.52%-493.8pp |
| Employer contribution / active EE | $831 | $5,288-84.3% | $4,935-83.2% | $4,662-82.2% |
| Participant deferral / active EE | $7,938 | $8,429-5.8% | $8,071-1.7% | $6,690+18.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |