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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 | $240,239 | $106,008+126.6% | $92,240+160.4% | $147,586+62.8% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.5%-64.0pp | 82.8%-70.3pp |
| Annual return | 35.28% | 50.05%-14.8pp | 176.29%-141.0pp | 578.59%-543.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,535 | $4,478+1.3% | $3,897+16.4% | $5,439-16.6% |
| Admin fee / account holder | $8 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |