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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 | $204,243 | $88,778+130.1% | $81,844+149.6% | $145,884+40.0% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 11.88% | 1033.03%-1021.1pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $324 | $3,087-89.5% | $2,916-88.9% | $4,662-93.1% |
| Participant deferral / active EE | $3,389 | $4,648-27.1% | $4,323-21.6% | $6,690-49.3% |
| Admin fee / account holder | $45 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |