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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 | $249,939 | $118,708+110.6% | $98,920+152.7% | $158,982+57.2% |
| Participation rate | 53.8% | 77.8%-24.0pp | 76.0%-22.2pp | 82.0%-28.1pp |
| Annual return | 14.92% | 372.49%-357.6pp | 196.47%-181.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,133 | $5,089+20.5% | $4,245+44.5% | $5,983+2.5% |
| Admin fee / account holder | $11 | $10,134-99.9% | $6,643-99.8% | $11,252-99.9% |