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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 | $226,538 | $209,422+8.2% | $178,503+26.9% | $158,982+42.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 45.34% | 188.81%-143.5pp | 151.12%-105.8pp | 302.99%-257.6pp |
| Employer contribution / active EE | $93 | $5,707-98.4% | $5,011-98.1% | $4,763-98.0% |
| Participant deferral / active EE | $7,429 | $5,955+24.7% | $5,202+42.8% | $5,983+24.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |