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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 | $175,841 | $202,342-13.1% | $172,753+1.8% | $152,909+15.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 15.25% | 1029.88%-1014.6pp | 803.00%-787.8pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,979 | $5,948-16.3% | $5,198-4.2% | $5,851-14.9% |
| Admin fee / account holder | $25 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |