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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 | $224,954 | $169,356+32.8% | $129,406+73.8% | $145,897+54.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 13.22% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,400 | $4,987+88.5% | $4,167+125.6% | $6,689+40.5% |
| Admin fee / account holder | $5 | $9,915-99.9% | $7,689-99.9% | $13,390-100.0% |