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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 | $223,087 | $97,761+128.2% | $83,850+166.1% | $135,382+64.8% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -6.26% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.0pp |
| Employer contribution / active EE | $506 | $4,222-88.0% | $3,631-86.1% | $4,779-89.4% |
| Participant deferral / active EE | $1,525 | $4,682-67.4% | $4,082-62.6% | $5,609-72.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |