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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 | $65,116 | $171,492-62.0% | $150,734-56.8% | $198,609-67.2% |
| Participation rate | 30.0% | 81.4%-51.4pp | 78.4%-48.4pp | 82.4%-52.4pp |
| Annual return | 18.06% | 804.70%-786.6pp | 600.81%-582.7pp | 202.70%-184.6pp |
| Employer contribution / active EE | $1,178 | $5,470-78.5% | $4,918-76.1% | $5,055-76.7% |
| Participant deferral / active EE | $2,700 | $6,259-56.9% | $5,610-51.9% | $6,977-61.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |