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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 | $31,187 | $106,008-70.6% | $92,240-66.2% | $147,586-78.9% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 252.07% | 50.05%+202.0pp | 176.29%+75.8pp | 578.59%-326.5pp |
| Employer contribution / active EE | $507 | $4,333-88.3% | $3,680-86.2% | $4,876-89.6% |
| Participant deferral / active EE | $6,040 | $4,478+34.9% | $3,897+55.0% | $5,439+11.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |