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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 | $152,784 | $69,248+120.6% | $64,101+138.4% | $139,466+9.5% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 14.48% | 45.95%-31.5pp | 33.72%-19.2pp | 373.66%-359.2pp |
| Employer contribution / active EE | $311 | $3,185-90.2% | $2,749-88.7% | $4,754-93.5% |
| Participant deferral / active EE | $2,652 | $4,682-43.4% | $3,881-31.7% | $6,712-60.5% |
| Admin fee / account holder | $15 | $4,247-99.6% | $3,070-99.5% | $11,409-99.9% |