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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 | $104,229 | $184,000-43.4% | $162,185-35.7% | $152,909-31.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 27.16% | 150.80%-123.6pp | 115.61%-88.4pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,204 | $6,370-81.1% | $5,613-78.6% | $4,764-74.7% |
| Participant deferral / active EE | $6,333 | $8,033-21.2% | $7,297-13.2% | $5,851+8.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |