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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 | $29,664 | $150,446-80.3% | $136,297-78.2% | $147,585-79.9% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 154.70% | 1049.14%-894.4pp | 5156.19%-5001.5pp | 578.58%-423.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,118 | $6,631+22.4% | $6,247+29.9% | $5,439+49.3% |
| Admin fee / account holder | $46 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |