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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 | $149,145 | $96,691+54.2% | $86,656+72.1% | $139,487+6.9% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.27% | 106.87%-92.6pp | 593.09%-578.8pp | 373.84%-359.6pp |
| Employer contribution / active EE | $220 | $3,267-93.3% | $3,025-92.7% | $4,755-95.4% |
| Participant deferral / active EE | $7,717 | $4,838+59.5% | $4,439+73.8% | $6,713+15.0% |
| Admin fee / account holder | $132 | $6,414-97.9% | $5,619-97.7% | $11,407-98.8% |