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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 | $218,794 | $49,976+337.8% | $66,674+228.2% | $82,637+164.8% |
| Participation rate | 14.3% | 63.1%-48.8pp | 73.7%-59.4pp | 68.1%-53.8pp |
| Annual return | 14.14% | 39.09%-25.0pp | 321.24%-307.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $152 | $1,988-92.4% | $2,620-94.2% | $2,552-94.0% |
| Participant deferral / active EE | $2,895 | $2,847+1.7% | $4,084-29.1% | $4,126-29.8% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |