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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 | $83,614 | $176,688-52.7% | $130,660-36.0% | $152,909-45.3% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 17.70% | 2693.08%-2675.4pp | 1709.29%-1691.6pp | 345.46%-327.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,709 | $4,362+53.8% | $3,603+86.2% | $5,851+14.6% |
| Admin fee / account holder | $11 | $7,131-99.8% | $5,463-99.8% | $11,601-99.9% |