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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 | $157,675 | $84,685+86.2% | $73,836+113.5% | $125,389+25.7% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.4%-44.9pp | 83.2%-54.6pp |
| Annual return | 3.54% | 3123.80%-3120.3pp | 2268.06%-2264.5pp | 282.24%-278.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,673 | $3,993+42.1% | $3,583+58.3% | $5,352+6.0% |
| Admin fee / account holder | $24 | $5,694-99.6% | $4,882-99.5% | $9,541-99.7% |