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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 | $54,513 | $198,457-72.5% | $170,435-68.0% | $147,586-63.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 53.24% | 257.30%-204.1pp | 205.94%-152.7pp | 578.59%-525.4pp |
| Employer contribution / active EE | $1,178 | $6,183-81.0% | $5,432-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $7,523 | $5,629+33.6% | $4,939+52.3% | $5,439+38.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |