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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 | $226,725 | $160,059+41.7% | $140,019+61.9% | $135,380+67.5% |
| Participation rate | 14.3% | 88.5%-74.2pp | 87.5%-73.2pp | 82.6%-68.4pp |
| Annual return | -7.14% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $247 | $6,420-96.2% | $5,605-95.6% | $4,779-94.8% |
| Participant deferral / active EE | $3,757 | $7,641-50.8% | $6,927-45.8% | $5,609-33.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |