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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 | $220,751 | $198,457+11.2% | $170,435+29.5% | $147,586+49.6% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 17.15% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $703 | $6,183-88.6% | $5,432-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $4,331 | $5,629-23.1% | $4,939-12.3% | $5,439-20.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |