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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 | $35,882 | $111,814-67.9% | $93,654-61.7% | $145,959-75.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 17.94% | 203.30%-185.4pp | 133.34%-115.4pp | 561.95%-544.0pp |
| Employer contribution / active EE | $261 | $3,092-91.6% | $2,421-89.2% | $4,661-94.4% |
| Participant deferral / active EE | $6,520 | $4,914+32.7% | $4,413+47.8% | $6,689-2.5% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |