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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 | $246,891 | $76,407+223.1% | $150,298+64.3% | $82,448+199.5% |
| Participation rate | 7.5% | 66.4%-58.8pp | 77.8%-70.2pp | 68.1%-60.5pp |
| Annual return | 207.46% | 39.99%+167.5pp | 62.79%+144.7pp | 41.64%+165.8pp |
| Employer contribution / active EE | $299 | $2,614-88.5% | $4,154-92.8% | $2,551-88.3% |
| Participant deferral / active EE | $1,346 | $3,214-58.1% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |