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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 | $134,582 | $156,970-14.3% | $121,210+11.0% | $139,487-3.5% |
| Participation rate | 56.3% | 76.5%-20.2pp | 69.5%-13.3pp | 80.3%-24.1pp |
| Annual return | 11.40% | 1477.10%-1465.7pp | 987.41%-976.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,017 | $4,849+24.1% | $4,084+47.4% | $6,713-10.4% |
| Admin fee / account holder | $121 | $6,947-98.3% | $5,647-97.9% | $11,407-98.9% |