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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 | $86,089 | $72,071+19.4% | $68,368+25.9% | $137,256-37.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.95% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,833 | $4,410+77.6% | $4,123+90.0% | $6,407+22.3% |
| Admin fee / account holder | $182 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |