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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 | $121,478 | $53,063+128.9% | $124,206-2.2% | $82,637+47.0% |
| Participation rate | 33.3% | 58.4%-25.1pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 16.92% | 68.87%-52.0pp | 515.27%-498.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $792 | $2,644-70.0% | $3,968-80.0% | $4,126-80.8% |
| Admin fee / account holder | $5 | $4,281-99.9% | $5,929-99.9% | $7,339-99.9% |