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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 | $186,946 | $209,422-10.7% | $178,503+4.7% | $158,982+17.6% |
| Participation rate | 11.1% | 86.4%-75.2pp | 81.9%-70.8pp | 82.0%-70.9pp |
| Annual return | 26.25% | 188.81%-162.6pp | 151.12%-124.9pp | 302.99%-276.7pp |
| Employer contribution / active EE | $478 | $5,707-91.6% | $5,011-90.5% | $4,763-90.0% |
| Participant deferral / active EE | $2,167 | $5,955-63.6% | $5,202-58.4% | $5,983-63.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |