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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 | $97,682 | $109,872-11.1% | $98,483-0.8% | $167,536-41.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 30.85% | 1959.31%-1928.5pp | 1494.38%-1463.5pp | 478.82%-448.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,640 | $4,673+106.3% | $4,276+125.4% | $6,342+52.0% |
| Admin fee / account holder | $8 | $6,757-99.9% | $5,953-99.9% | $12,315-99.9% |