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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 | $75,541+226.8% | $152,093+62.3% | $82,637+198.8% |
| Participation rate | 7.5% | 66.5%-59.0pp | 77.8%-70.2pp | 68.1%-60.5pp |
| Annual return | 207.46% | 32.56%+174.9pp | 66.36%+141.1pp | 53.51%+154.0pp |
| Employer contribution / active EE | $299 | $2,622-88.6% | $4,175-92.8% | $2,552-88.3% |
| Participant deferral / active EE | $1,346 | $3,206-58.0% | $5,451-75.3% | $4,126-67.4% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |