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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 | $197,989 | $150,447+31.6% | $136,298+45.3% | $147,586+34.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 15.63% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $565 | $5,256-89.2% | $4,696-88.0% | $4,876-88.4% |
| Participant deferral / active EE | $3,165 | $6,631-52.3% | $6,247-49.3% | $5,439-41.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |