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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 | $188,866 | $106,008+78.2% | $92,240+104.8% | $147,586+28.0% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 31.34% | 50.05%-18.7pp | 176.29%-144.9pp | 578.59%-547.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,290 | $4,478+40.5% | $3,897+61.4% | $5,439+15.7% |
| Admin fee / account holder | -$461 | $6,333-107.3% | $5,194-108.9% | $10,886-104.2% |