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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 | $79,692 | $234,190-66.0% | $180,320-55.8% | $198,609-59.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.5%-71.5pp | 82.4%-82.4pp |
| Annual return | 9.01% | 1057.44%-1048.4pp | 778.54%-769.5pp | 202.70%-193.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,401 | $4,988+108.5% | $4,304+141.6% | $6,977+49.1% |
| Admin fee / account holder | $73 | $12,558-99.4% | $10,000-99.3% | $19,030-99.6% |