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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 | $110,649 | $185,225-40.3% | $142,898-22.6% | $167,536-34.0% |
| Participation rate | 69.2% | 78.5%-9.2pp | 72.0%-2.7pp | 82.1%-12.9pp |
| Annual return | 15.33% | 8558.12%-8542.8pp | 5639.64%-5624.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,824 | $4,496-14.9% | $3,838-0.4% | $6,342-39.7% |
| Admin fee / account holder | $4 | $8,032-100.0% | $6,560-99.9% | $12,315-100.0% |