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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 | $226,121 | $117,846+91.9% | $102,434+120.7% | $145,884+55.0% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | 9.88% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $358 | $3,615-90.1% | $3,023-88.2% | $4,662-92.3% |
| Participant deferral / active EE | $2,112 | $5,733-63.2% | $5,055-58.2% | $6,690-68.4% |
| Admin fee / account holder | $207 | $13,356-98.5% | $9,462-97.8% | $13,392-98.5% |