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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 | $125,625 | $111,814+12.4% | $93,654+34.1% | $145,959-13.9% |
| Participation rate | 9.1% | 74.2%-65.1pp | 68.7%-59.6pp | 80.3%-71.2pp |
| Annual return | 8.71% | 203.30%-194.6pp | 133.34%-124.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $295 | $3,092-90.5% | $2,421-87.8% | $4,661-93.7% |
| Participant deferral / active EE | $2,773 | $4,914-43.6% | $4,413-37.2% | $6,689-58.5% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |