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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 | $123,257 | $84,708+45.5% | $75,714+62.8% | $167,536-26.4% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.8%-62.3pp | 82.1%-69.6pp |
| Annual return | 24.20% | 199.62%-175.4pp | 104.62%-80.4pp | 478.82%-454.6pp |
| Employer contribution / active EE | $182 | $3,231-94.4% | $2,744-93.4% | $4,839-96.2% |
| Participant deferral / active EE | $2,083 | $4,577-54.5% | $3,820-45.5% | $6,342-67.2% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |