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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 | $228,071 | $88,815+156.8% | $81,882+178.5% | $145,897+56.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 36.06% | 1033.75%-997.7pp | 779.47%-743.4pp | 552.29%-516.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,469 | $4,647+211.3% | $4,323+234.7% | $6,689+116.3% |
| Admin fee / account holder | $35 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |