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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 | $173,907 | $125,184+38.9% | $105,607+64.7% | $145,884+19.2% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 26.21% | 225.00%-198.8pp | 116.11%-89.9pp | 551.85%-525.6pp |
| Employer contribution / active EE | $657 | $3,720-82.4% | $3,167-79.3% | $4,662-85.9% |
| Participant deferral / active EE | $5,517 | $5,714-3.5% | $5,011+10.1% | $6,690-17.5% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |