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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 | $85,479 | $198,462-56.9% | $170,439-49.8% | $147,585-42.1% |
| Participation rate | 30.8% | 88.0%-57.2pp | 83.6%-52.8pp | 82.8%-52.1pp |
| Annual return | 24.72% | 257.30%-232.6pp | 205.94%-181.2pp | 578.58%-553.9pp |
| Employer contribution / active EE | $1,093 | $6,184-82.3% | $5,433-79.9% | $4,876-77.6% |
| Participant deferral / active EE | $2,490 | $5,629-55.8% | $4,939-49.6% | $5,439-54.2% |
| Admin fee / account holder | $16 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |