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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 | $103,687 | $184,000-43.6% | $162,185-36.1% | $152,909-32.2% |
| Participation rate | 16.7% | 88.5%-71.8pp | 87.6%-70.9pp | 82.5%-65.8pp |
| Annual return | 30.19% | 150.80%-120.6pp | 115.61%-85.4pp | 345.46%-315.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,167 | $8,033-60.6% | $7,297-56.6% | $5,851-45.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |