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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 | $110,400 | $234,190-52.9% | $180,320-38.8% | $198,609-44.4% |
| Participation rate | 14.3% | 77.1%-62.8pp | 71.5%-57.3pp | 82.4%-68.1pp |
| Annual return | 18.31% | 1057.44%-1039.1pp | 778.54%-760.2pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,840 | $4,988-63.1% | $4,304-57.2% | $6,977-73.6% |
| Admin fee / account holder | $6 | $12,558-100.0% | $10,000-99.9% | $19,030-100.0% |