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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 | $118,975 | $107,353+10.8% | $92,903+28.1% | $152,885-22.2% |
| Participation rate | 7.7% | 79.8%-72.1pp | 76.0%-68.3pp | 82.5%-74.8pp |
| Annual return | 26.82% | 145.62%-118.8pp | 109.43%-82.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $395 | $4,222-90.7% | $3,653-89.2% | $4,763-91.7% |
| Participant deferral / active EE | $1,462 | $4,848-69.8% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |