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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 | $215,361 | $106,247+102.7% | $96,515+123.1% | $139,466+54.4% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.3%-64.3pp | 80.3%-70.3pp |
| Annual return | 20.42% | 38.47%-18.1pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $333 | $4,106-91.9% | $3,740-91.1% | $4,754-93.0% |
| Participant deferral / active EE | $2,246 | $5,456-58.8% | $4,880-54.0% | $6,712-66.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |