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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 | $125,193+38.9% | $105,591+64.7% | $145,978+19.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 26.21% | 225.53%-199.3pp | 116.43%-90.2pp | 550.52%-524.3pp |
| Employer contribution / active EE | $657 | $3,718-82.3% | $3,166-79.3% | $4,662-85.9% |
| Participant deferral / active EE | $5,517 | $5,708-3.4% | $5,008+10.1% | $6,690-17.5% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |