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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 | $220,375 | $91,537+140.8% | $130,045+69.5% | $75,173+193.2% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 13.09% | -631.55%+644.6pp | -137.30%+150.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,422 | $4,343-21.2% | $5,820-41.2% | $4,126-17.1% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |