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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 | $169,880 | $169,361+0.3% | $129,397+31.3% | $145,877+16.5% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.83% | 14395.54%-14381.7pp | 9453.98%-9440.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,459 | $4,987+330.3% | $4,167+414.9% | $6,691+220.7% |
| Admin fee / account holder | $3 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |