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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 | $231,628 | $148,623+55.8% | $135,974+70.3% | $139,466+66.1% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 13.85% | 79.30%-65.4pp | 68.30%-54.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $934 | $5,246-82.2% | $4,859-80.8% | $4,754-80.4% |
| Participant deferral / active EE | $3,750 | $8,103-53.7% | $7,760-51.7% | $6,712-44.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |