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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 | $217,081 | $144,130+50.6% | $117,861+84.2% | $147,586+47.1% |
| Participation rate | 38.1% | 83.4%-45.3pp | 79.7%-41.6pp | 82.8%-44.7pp |
| Annual return | 13.00% | 531.20%-518.2pp | 335.11%-322.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,438 | $5,316+2.3% | $4,482+21.3% | $5,4390% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |