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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 | $124,877 | $96,388+29.6% | $80,627+54.9% | $139,466-10.5% |
| Participation rate | 30.4% | 73.6%-43.2pp | 67.0%-36.6pp | 80.3%-49.9pp |
| Annual return | 14.54% | 1352.08%-1337.5pp | 936.76%-922.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $217 | $3,260-93.3% | $2,723-92.0% | $4,754-95.4% |
| Participant deferral / active EE | $1,036 | $5,224-80.2% | $4,443-76.7% | $6,712-84.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |