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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 | $118,915 | $202,342-41.2% | $172,753-31.2% | $152,909-22.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 28.68% | 1029.88%-1001.2pp | 803.00%-774.3pp | 345.46%-316.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,252 | $5,948+21.9% | $5,198+39.5% | $5,851+23.9% |
| Admin fee / account holder | $184 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |