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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 | $33,747 | $167,352-79.8% | $143,788-76.5% | $134,509-74.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 109.10% | 0.47%+108.6pp | -0.03%+109.1pp | 418.13%-309.0pp |
| Employer contribution / active EE | $936 | $5,620-83.3% | $4,952-81.1% | $4,741-80.3% |
| Participant deferral / active EE | $6,797 | $6,447+5.4% | $5,638+20.6% | $6,400+6.2% |
| Admin fee / account holder | $43 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |