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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 | $221,436 | $226,135-2.1% | $182,558+21.3% | $152,909+44.8% |
| Participation rate | 15.8% | 82.5%-66.7pp | 78.0%-62.2pp | 82.5%-66.7pp |
| Annual return | 27.39% | 192.60%-165.2pp | 148.59%-121.2pp | 345.46%-318.1pp |
| Employer contribution / active EE | $272 | $4,979-94.5% | $4,076-93.3% | $4,764-94.3% |
| Participant deferral / active EE | $3,000 | $6,371-52.9% | $5,526-45.7% | $5,851-48.7% |
| Admin fee / account holder | $4 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |