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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 | $151,559 | $150,445+0.7% | $136,297+11.2% | $147,585+2.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.43% | 1049.14%-1033.7pp | 5156.16%-5140.7pp | 578.57%-563.1pp |
| Employer contribution / active EE | $552 | $5,256-89.5% | $4,696-88.2% | $4,876-88.7% |
| Participant deferral / active EE | $3,764 | $6,631-43.2% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |