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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 | $48,846 | $150,442-67.5% | $136,295-64.2% | $147,585-66.9% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 18.12% | 1049.09%-1031.0pp | 5155.97%-5137.9pp | 578.56%-560.4pp |
| Employer contribution / active EE | $728 | $5,256-86.1% | $4,695-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $8,400 | $6,630+26.7% | $6,247+34.5% | $5,439+54.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |