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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 | $105,107 | $99,652+5.5% | $78,778+33.4% | $147,586-28.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 186.77% | 47.28%+139.5pp | 35.62%+151.1pp | 578.59%-391.8pp |
| Employer contribution / active EE | $82 | $2,796-97.1% | $1,986-95.9% | $4,876-98.3% |
| Participant deferral / active EE | $9,852 | $3,664+168.9% | $2,958+233.0% | $5,439+81.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |