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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 | $236,672 | $96,123+146.2% | $77,361+205.9% | $198,609+19.2% |
| Participation rate | 17.4% | 81.1%-63.7pp | 75.0%-57.6pp | 82.4%-65.0pp |
| Annual return | 12.30% | 2054.81%-2042.5pp | 1011.54%-999.2pp | 202.70%-190.4pp |
| Employer contribution / active EE | $434 | $3,791-88.5% | $2,990-85.5% | $5,055-91.4% |
| Participant deferral / active EE | $2,887 | $4,975-42.0% | $3,911-26.2% | $6,977-58.6% |
| Admin fee / account holder | $183 | $9,471-98.1% | $5,894-96.9% | $19,030-99.0% |